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 34 years of financial industry experience.

Articles Written

European equities: will inflation be transitory for longer?

European equities: will inflation be transitory for longer?

John Bennett, Director of European Equities, discusses growth versus value, whether he believes inflation will become more persistent and what this means for European equities.

HEFT Minisode: ESG – inclusion or exclusion

HEFT Minisode: ESG – inclusion or exclusion

In this episode, Laura Thomas talks to John Bennett, Portfolio Manager of Henderson European Focus Trust, about Environmental, Social and Governance (ESG) issues and how this impacts his asset allocation decisions.

Fund Manager August 2021 Commentary – Henderson European Focus Trust

Fund Manager August 2021 Commentary – Henderson European Focus Trust

John Bennett, Portfolio Manager of Henderson European Focus Trust, provides an update on the Trust’s recent performance and highlights the factors affecting the European market.

Fund Manager July 2021 Commentary – Henderson European Focus Trust

Fund Manager July 2021 Commentary – Henderson European Focus Trust

John Bennett, Fund Manager for Henderson European Focus Trust, delivers his monthly commentary highlighting the performance of the European market in July, the contribution of specific stocks to performance and changes made to the portfolio.

HEFT Minisode: Value

HEFT Minisode: Value

Laura Thomas and Tom O’hara, Fund Manager of Henderson European Focus Trust, discuss the major factors currently affecting the market, changes made to the portfolio, the inflation conundrum, and the nuances between “deep value” and “quality value” stocks.

Transitory for longer

Transitory for longer

John Bennett, Fund Manager for Henderson European Focus Trust, provides an update on the Trust’s recent performance – highlighting changes made to the portfolio and touches on the inflation conundrum.

Fund Manager June 2021 Commentary – Henderson European Focus Trust

Fund Manager June 2021 Commentary – Henderson European Focus Trust

John Bennett, Fund Manager for Henderson European Focus Trust, delivers his monthly commentary on the performance of the European market in June, his outlook for the region and highlights changes made to the portfolio.

Fund Manager May Commentary – Henderson European Focus Trust

Fund Manager May Commentary – Henderson European Focus Trust

John Bennett, Fund Manager for Henderson European Focus Trust, delivers his monthly commentary on the performance of the European market in May, his outlook for the region and highlights changes made to the portfolio.

Kepler Research – Henderson European Focus Trust Results Analysis

Kepler Research – Henderson European Focus Trust Results Analysis

This third-party results analysis provided by Kepler Partners focuses on the recently published interim results, for the six months to 31 March 2021.

Consumer revenge – the next stage of the recovery in Europe

Consumer revenge – the next stage of the recovery in Europe

Is pent-up consumer demand the key to unlocking value in Europe? In this article, John Bennett, Director of European Equities, considers some of the meaningful trends he believes could drive positive momentum in the region.

Why we own one of the most carbon intensive stocks in our investment universe

Why we own one of the most carbon intensive stocks in our investment universe

John Bennett and Tom O’Hara, European equities portfolio managers, explain why investing in so-called high ESG risk companies can prove to be beneficial as an active manager.

John Bennett: “What excites me about Europe”

John Bennett: “What excites me about Europe”

John Bennett, Fund Manager of Henderson European Focus Trust, discusses the Trusts recent performance and the recent activity within the Trusts portfolio; particularly focusing on how the Trust is positioned to benefit from a post-lockdown, consumer “V-shaped” recovery.