For financial professionals in the UK

John Bennett

Director of European Equities | Portfolio Manager
John Bennett | Janus Henderson Investors

John Bennett is Director of European Equities at Janus Henderson Investors and Portfolio Manager on the Janus Henderson Continental European and Pan-European long-only and long/short strategies. John has held these roles since 2011 when his previous company, Gartmore, was acquired by Henderson. Prior to Gartmore, he served as fund manager at Global Asset Management for 17 years. During this time, he managed their flagship European long-only and European equity long/short hedge funds. Before this, he was a fund manager at Ivory & Sime.

John has 35 years of financial industry experience.

Articles Written

Henderson European Focus Trust Fund Manager Commentary – April 2022

Henderson European Focus Trust Fund Manager Commentary – April 2022

Tom O’Hara and John Bennett, Portfolio Managers of Henderson European Focus Trust, provide an update on the Trust highlighting factors that affected the European market in April and outline recent portfolio activity.

The impact of war on European energy policy

The impact of war on European energy policy

How is the Russia/Ukraine conflict driving European energy policy and investor opportunity?

Henderson European Focus Trust Fund Manager Commentary – February 2022

Henderson European Focus Trust Fund Manager Commentary – February 2022

Tom O’Hara and John Bennet, Portfolio Managers of Henderson European Focus Trust, deliver an update on the Trust highlighting the key drivers of performance and outline recent portfolio activity. Tom and John also touch on the Russia/Ukraine conflict.

Henderson European Focus Trust Fund Manager Commentary – January 2022

Henderson European Focus Trust Fund Manager Commentary – January 2022

Tom O’Hara, Portfolio Manager of Henderson European Focus Trust delivers an update on the Trust highlighting the key drivers of performance, factors affecting the market, and outlines recent portfolio activity.

Henderson European Focus Trust – Fund Manager 2022 AGM presentation

Henderson European Focus Trust – Fund Manager 2022 AGM presentation

Portfolio Managers of the Henderson European Focus Trust, Tom O’Hara and John Bennett, deliver the 2022 Annual General Meeting presentation to shareholders. They cover the Trust’s performance over the last financial year and portfolio activity over the period.

A long-haul journey to zero-carbon

A long-haul journey to zero-carbon

Is net zero carbon an achievable goal for the aviation industry? The European Equities Team explore.

A long-haul journey to zero-carbon

A long-haul journey to zero-carbon

Is net zero carbon an achievable goal for the aviation industry? The European Equities Team explore.

Fund Manager December 2021 Commentary – Henderson European Focus Trust

Fund Manager December 2021 Commentary – Henderson European Focus Trust

John Bennett, Portfolio Manager of Henderson European Focus Trust, provides an update on the Trust highlighting factors affecting the European market and any changes made to the portfolio.

HEFT Minisode: Review of 2021, outlook for 2022 – recovery set to continue

HEFT Minisode: Review of 2021, outlook for 2022 – recovery set to continue

In this episode, Andrew Chiguri and Tom O’Hara, Portfolio Manager of Henderson European Focus Trust, reflect on 2021 and how the Trust navigated the tricky market environment. Tom also touches on the outlook for the coming year and highlights the key factors that might affect stock markets in 2022.

‘High conviction’ for a reason

‘High conviction’ for a reason

John Bennett and Tom O’Hara, portfolio managers of The Henderson European Focus Trust, believe that running a concentrated portfolio is one of the best approaches to building strong long-term returns, but only if stock picking is central to the process and underpinned by rigorous research. Here, we look at why.

European Equities: stay the course in 2022

European Equities: stay the course in 2022

John Bennett, Director of European Equities, explains why he believes value stocks could dominate the ongoing tug-of-war with growth stocks in 2022 and discusses why it is important for investors to stay the course.

HEFT Minisode: Are stock market valuations bubblelicious?

HEFT Minisode: Are stock market valuations bubblelicious?

In this episode, Andrew Chiguri and John Bennett, Portfolio Manager of Henderson European Focus Trust, discuss global stock market valuations, areas where valuations are looking stretched and sectors where he is finding opportunities. John also touches on what could derail the strong performance we have seen from growth stocks in 2022.