For financial professionals in the UK

Tom O’Hara

Portfolio Manager

Tom O’Hara is a Portfolio Manager at Janus Henderson Investors, a position he has held since 2020. He co-manages the Concentrated Pan Europe Equity, the Continental Europe Equity, Pan Europe Equity, and Concentrated Continental Europe Equity strategies. Before joining the firm as a research analyst in 2018, Tom was an equity research analyst specialising in metals and mining with Exane BNP Paribas from 2016. He held similar mining and steel sector positions with Redburn (Europe) Limited from 2013 and with Citigroup Global Markets from 2010. Before Citigroup, Tom was a metals analyst with Metal Bulletin Research from 2008. He began his career in 2006 in the treasury of Northern Rock plc.

Tom received his BA degree (Hons) in economics from Newcastle University. He has 15 years of financial industry experience.

Articles Written

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: Episode 1 – Value

HEFT Minisode: Episode 1 – 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.

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.

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.

Henderson European Focus Trust – Fund Manager AGM presentation

Henderson European Focus Trust – Fund Manager AGM presentation

Watch John Bennett and Tom O’Hara, Co-Fund Managers of Henderson European Focus Trust, present on the Trusts’ performance over the last financial year and their outlook for the coming months.

Trust TV Highlights: Henderson European Focus Trust

Trust TV Highlights: Henderson European Focus Trust

Watch the best bits of Tom O’Hara, portfolio manager of Henderson European Focus Trust, on Trust TV, as he discusses macro-economics, portfolio themes and his thoughts on wider issues he is currently confronting in these challenging times.

Trust TV: Value investing in Europe with Henderson European Focus Trust

Trust TV: Value investing in Europe with Henderson European Focus Trust

Watch Tom O’Hara, portfolio manager of Henderson European Focus Trust as he discusses macro-economics, portfolio themes and his thoughts on wider issues he is currently confronting in these challenging times.

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.