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Investment Trust Insights

Our latest research and insights on investment trust investing

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Is there a liquidity problem in UK small cap?

Is there a liquidity problem in UK small cap?

The smaller company investor faces a new problem following the fall out over Woodford’s funds; this is the focus on liquidity. How long would it take to liquidate a position at the quoted price? This is the question portfolio managers are being asked by their risk departments and business managers. The usual answer is to

Henderson Diversified Income Trust – Marten & Co Research Note

Henderson Diversified Income Trust – Marten & Co Research Note

Please find attached a one-page summary of the Marten & Co research report on Henderson Diversified Income Trust plc, Soft landing likely…, which was published on 28 November 2019

Can quality growth bonds beat low rates?

Can quality growth bonds beat low rates?

John Pattullo, Co-Fund Manager for Henderson Diversified Income Trust, explains that the inverted yield curve is reliable indicator of recession and why he believes we are still very much in the global financial crisis. John also explains how the current economic environment favours bond investing and why investors should seek growth bonds for a secure income stream.

Positive on US bonds

Positive on US bonds

In this snippet from the latest episode of Trust TV, Henderson Diversified Income Trust Co-Fund Manager, John Pattullo, explains why he and the team are optimistic about US bond performance; and breaks down his view on why inflation is likely to remain low for the foreseeable future. To watch the full interview, click here.

Trust TV: Henderson Diversified Income Trust

Trust TV: Henderson Diversified Income Trust

John Pattullo, Co-Head of Henderson Diversified Income Trust, tackled questions from a live online audience in the last episode of Trust TV.

Watch the 2019 HDIV AGM

Watch Co-Fund Managers John Pattullo and Jenna Barnard present to shareholders at the 2019 AGM.​

A closer look at Investment Trusts

A closer look at Investment Trusts

A short video providing ‘A closer look’ at the people behind Janus Henderson’s investment trust team.

An Introduction to Henderson Diversified Income Trust Plc

John Pattullo and Jenna Barnard introduce Henderson Diversified Income Trust, explaining the Company’s objective and how the team works towards achieving it

Understanding investment trusts: active vs passive

Understanding investment trusts: active vs passive

We are very picky when it comes to stock-picks. Not all funds are. Does this matter?

Video: an introduction to HSL

Video: an introduction to HSL

Fund Manager Neil Hermon introduces The Henderson Smaller Companies Investment Trust, explaining the Trust’s objective and how the team works towards achieving this.

An introduction to Henderson EuroTrust

An introduction to Henderson EuroTrust

Fund Manager, Jamie Ross, introduces Henderson EuroTrust, explaining its investment objective and how the team works towards achieving this.

Understanding investment trusts: the role of the independent board

Understanding investment trusts: the role of the independent board

Decidedly unique in the investment world! Find out what benefits an independent panel of experts provides as guardians of your money.