Neil Hermon
Neil Hermon is a Portfolio Manager on the UK Equities Team at Janus Henderson Investors, a position he has held since 2013. He joined Henderson in 2002 as head of UK smaller companies. Prior to this, he served as head of UK smaller companies for General Accident Investment Management (later to become CGU plc). He began his career at Ernst & Young as a chartered accountant.
Neil received an MA (Hons) in mathematics from Cambridge University. He is an associate member of the Society of Investment Professionals (ASIP) and has 34 years of financial industry experience.
Articles Written
Reasons to be cheerful
Consumers have taken a battering in recent years, first from Covid-19 and more recently from the rising cost of living, but since then UK leisure and hospitality spending has bounced back from pandemic lows. For investors in Henderson Smaller Companies Investment Trust, it’s a reason to raise a glass.
The Henderson Smaller Companies Investment Trust plc Annual General Meeting
In this AGM Presentation, Neil Hermon, Portfolio Manager of the Henderson Smaller Companies Investment Trust plc, discusses performance over the last financial year, how he has been navigating widespread volatility and where he is finding opportunistic value in a challenging market.
The Henderson Smaller Companies Investment Trust plc: Full-Year Results 2023
Portfolio Manager, Neil Hermon, discusses the full-year results for The Henderson Smaller Companies Investment Trust (HSL), including performance over the period and dividend outlook.
Hermon also discusses the opportunities spotted in UK medium to small cap stocks over the period and his outlook for the UK market.
Henderson Smaller Companies Trust – finding gems in the UK market
While economic uncertainty and jittery markets make for a challenging investment environment, for the discerning investor, they also create fantastic opportunities. Amid the turmoil, there are hidden gems, companies that are not only surviving but have become undervalued and are thriving. In such a market, stock picking is more important than ever.
Why UK small cap could be the stand-out performer of 2023
Following a gloomy 2022, 2023 has brought tentative reasons for optimism on the global economy. In particular, softening inflation and hopes that the recession may not be as severe as expected. Smaller companies have often performed well during periods of improving economic sentiment. Following a challenging year, is now the time to reconsider small cap stocks?
2023 Outlook: Neil Hermon, Portfolio Manager
“The UK market looks cheap under almost any measure compared to history and other international markets.”
The Henderson Smaller Companies Trust – No light at the end of the tunnel yet
Recently commissioned research from Edison highlights why now is the time to consider The Henderson Smaller Companies Investment Trust (HSL).
This research explores the macro and micro economic factors currently affecting UK smaller-and-medium sized businesses, including elevated inflation, higher interest rates, and the ongoing war in Ukraine, and how portfolio manager Neil Hermon is navigating this challenging backdrop.
UK small cap valuations are too good to ignore
Neil Hermon, Portfolio Manager of The Henderson Smaller Companies Investment Trust, discusses the challenges small-and-medium sized businesses are facing, why they are more resilient than some might think, and why the small cap story remains compelling.
Big opportunities within UK small caps
In this article, Neil Hermon, Portfolio Manager of the Henderson Smaller Companies Investment Trust, looks at why the case for UK smaller companies remains compelling despite the volatile market environment.
The Henderson Smaller Companies Investment Trust – Q3 Commentary 2022
Neil Hermon, Portfolio Manager of The Henderson Smaller Companies Trust, delivers an update on the Company, highlighting factors currently impacting UK smaller companies, the key drivers of performance, and recent portfolio activity.
Where next for UK small caps
Neil Hermon, Portfolio Manager of The Henderson Smaller Companies Investment Trust talks about the performance of UK small caps year-to-date, areas where he is finding opportunities, risks to the UK market, and his approach to ESG.
Henderson Smaller Companies Investment Trust Fund Manager Commentary – Q2 2022
Neil Hermon, Portfolio Manager of The Henderson Smaller Companies Investment Trust, provides an update on the Trust highlighting the key drivers of performance over the quarter, areas where he finding opportunities, and provides his outlook for UK stocks in the coming months.