For individual investors in the UK

David Smith, CFA

Portfolio Manager
David Smith, CFA | Janus Henderson Investors

David Smith is a Portfolio Manager on the Global Equity Income Team at Janus Henderson Investors, a position he has held since 2008. David manages an investment trust and a number of UK equity institutional funds. He joined Henderson in 2002, initially working in operations and progressing to the UK Equities Team, and is now part of the Global Equity Income Team.

David graduated with a BSc degree (Hons) in chemistry from Bristol University. He holds the Investment Management Certificate and the Chartered Financial Analyst designation. He has 19 years of financial industry experience.

Articles Written

Rethinking the role of bonds

Rethinking the role of bonds

With bond yields close to all-time lows and credit spreads quite tight, what role can bonds play within an equity/bond portfolio going forward? In this article, we discuss the approach adopted by David Smith, Portfolio Manager of Henderson High Income Trust, his underlying rationale, and the impressive results the Trust has delivered.

Henderson High Income – Fund manager interview with Quoted Data

Henderson High Income – Fund manager interview with Quoted Data

In an interview with Quoted Data, David Smith, Portfolio Manager of Henderson High Income, discusses the Trust’s investment process, the qualities he looks for in a business, recent portfolio activity, and areas where he is finding opportunities.

Outlook for income becoming more positive

Outlook for income becoming more positive

David Smith, Fund Manager of Henderson High Income Trust, discusses the Trust’s recent performance, highlighting the key drivers of performance and areas where he is finding opportunities. David also touches on the outlook for global economies and income in the coming months.

Henderson High Income Trust – Fund Manager AGM presentation

Henderson High Income Trust – Fund Manager AGM presentation

David Smith, Fund Manager of the Henderson High Income Trust, presents his AGM shareholder presentation. David covers the Trust’s performance over the last financial year, where he is currently finding opportunities in the market and the portfolio’s current positioning.

David Smith: Pent-up consumer demand points to a strong economic recovery

David Smith: Pent-up consumer demand points to a strong economic recovery

David Smith, Fund Manager for Henderson High Income, discusses the Trusts recent outperformance, how he has navigated the re-opening of the UK economy, and provides his economic and income outlook over the coming months.

Looking to the “sunny uplands of recovery”

Looking to the “sunny uplands of recovery”

David Smith, Fund Manager for Henderson High Income Trust, discusses the latest portfolio activity, the Trust’s recent performance and highlights the companies driving this performance.

Trust TV Highlights with David Smith – opportunities for the income-seeking investor

Trust TV Highlights with David Smith – opportunities for the income-seeking investor

In this latest episode of Trust TV, David Smith – fund manager of the UK-focused Henderson High Income Trust, discusses how the trust is confronting the unprecedented challenges brought on by the Covid-19 pandemic.

Discussion with the Chairman: A focus on income

Discussion with the Chairman: A focus on income

David Smith, fund manager of Henderson High Income, and the Chairman of the Board discuss how the company has identified revenue generating stocks in the current environment.

Trust TV: Home and abroad – opportunities for the income-seeking investor

Trust TV: Home and abroad – opportunities for the income-seeking investor

Watch David Smith, fund manager of the UK-focused Henderson High Income Trust, and Mike Kerley, fund manager of the Henderson Far East Income Trust, as they discuss macro-economics, portfolio themes and their thoughts on wider issues their currently confronting in these challenging times.

Investing in green energy – a powerful addition to a portfolio

Investing in green energy – a powerful addition to a portfolio

David Smith, Fund Manager for Henderson High Income Trust, discusses why investors might do well to look at green infrastructure: i.e. renewable energy, energy efficiency and the ‘circular economy’.

Henderson High Income AGM

Henderson High Income AGM

Watch Fund Manager David Smith present on how the Trust has performed over the last financial year and his outlook for the coming months.

Manager Update on Henderson High Income

Manager Update on Henderson High Income

David Smith, Fund Manager for Henderson High Income Trust, provides an update on portfolio activity in light of recent dividend cuts in the market.