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 33 years of financial industry experience.

Articles Written

European equities: stick to the knitting

European equities: stick to the knitting

In this video, John Bennett, Director of European Equities, discusses what he believes are the important factors to focus on in times of market turmoil and highlights the importance of ‘sticking to the knitting’.

European equities: uncharted waters

European equities: uncharted waters

John Bennett, Director of European Equities and Portfolio Manager of Henderson European Focus Trust, provides a ‘quick view’ update covering the recent market sell-off and portfolio positioning.

European equities: uncharted waters
Quick Views

European equities: uncharted waters

John Bennett, Director of European Equities, provides a ‘quick view’ update covering the recent market sell-off and portfolio positioning.

Master Investor Podcast with HEFT portfolio managers

Master Investor Podcast with HEFT portfolio managers

John Bennett and Tom O’Hara, Co-Managers of Henderson European Focus Trust, explain their thoughts on the continent’s equity market and point to Europe leading the world in one emerging sector.

Henderson European Focus Trust AGM

Henderson European Focus Trust AGM

Watch John Bennett, Fund Manager of Henderson European Focus Trust, present on how the Trust has performed over the last financial year and his outlook for the coming months.

European stocks deliver against negative narrative

European stocks deliver against negative narrative

UK-based investors would have enjoyed a good decade had they ignored the negative commentary around European stock markets and bought some exposure to the continent, says John Bennett, Fund Manager of Henderson European Focus Trust.

European equities: stay the course in 2020

European equities: stay the course in 2020

In this video, John Bennett, Director of European Equities, discusses what he believes 2020 holds for the asset class.

Game on! Why investment trusts can challenge private equity

Game on! Why investment trusts can challenge private equity

Investment trusts can go toe-to-toe with private equity firms, says John Bennett, Fund Manager of Henderson European Focus Trust, owing to their unique access to “permanent capital”. John also explains why European equities might be poised to rally.

Recession? Hallelujah! Bring on the bargains

Recession? Hallelujah! Bring on the bargains

Recessions often bring with them stock market opportunities, says John Bennett, Fund Manager of Henderson European Focus Trust. John also explains why he’d like to lower the minimum number of stocks the Trust can hold further to 35.

John Bennett: “Let’s be true active”

John Bennett: “Let’s be true active”

HEFT Trust TV highlight video

In this snippet from the latest episode of Trust TV, John Bennett of Henderson European Focus Trust explains how the Trust is taking on the threat from passive investment strategies; and challenges investors to afford fund managers the same time horizons given to private equity investors

Trust TV: featuring Henderson European Focus Trust

Trust TV: featuring Henderson European Focus Trust

Watch John Bennett, Fund Manager of Henderson European Focus Trust, explains his rationale behind reducing the minimum number of stocks the Trust can hold; his views on the emergence of ‘disruptors’ and what it means for the European equity market.

John Bennett: why less is more

John Bennett: why less is more

John Bennett, Fund Manager for Henderson European Focus Trust, discusses why he believes the concentration of the Trust’s portfolio will not lead to greater risk and how he intends to maintain a diversified portfolio with high conviction. Transcript Q: Hello and welcome to this latest video update for The Henderson European Focus Trust. Today I’m