James Henderson
James Henderson is Director of UK Investment Trusts and a Portfolio Manager at Janus Henderson Investors, a position he has held since 2003. He joined Henderson in 1983 as a trainee fund manager and has successfully managed a number of investment trusts since 1990. Prior to this, he was an accountant trainee at Binder Hamlyn.
James graduated with an MA (Hons) in economics from Cambridge University. He has 41 years of financial industry experience.
Articles Written
Henderson Opportunities Trust plc
In the Henderson Opportunities Trust plc AGM presentation, Portfolio Manager James Henderson, and Assistant Client Portfolio Manager Olivia Vernall, discuss performance over the last financial year, how the portfolio has been navigating a tricky market environment, and highlight some of the key themes playing out in the portfolio.
Lowland Investment Company plc
In the Lowland Investment Company plc AGM presentation, Portfolio Manager James Henderson and Assistant Client Portfolio Manager Olivia Vernall, discuss performance over the last financial year, how they have been navigating a tricky market environment, and highlight some of the key themes playing out in the portfolio.
Why British company reports and accounts make me optimistic
James Henderson, Portfolio Manager of Henderson Opportunities Trust and Lowland Investment Company discusses the great stories to be found in reports and accounts.
Lowland Investment Company: A healthy recovery in portfolio income
Recently commissioned research from Edison highlights why now might be the time to consider Lowland Investment Company (LWI).
2023 Outlook: James Henderson, Portfolio Manager
“Companies with excellent management tend to come through slowdowns stronger – by keeping their costs under control and then reaping the benefits when demand picks up – whilst the weaker players disappear.”
Panning for gold in the silt
James Henderson, Portfolio Manager of Henderson Opportunities Trust and Lowland Investment Company discusses how he looks for opportunities in UK listed equity markets.
Lowland Investment Company Fund Manager Commentary – October 2022
Laura Foll and James Henderson, Portfolio Managers of Lowland Investment Company, deliver an update on the Company, highlighting factors currently impacting the UK market, the key drivers of performance, and recent portfolio activity.
Lowland Investment Company – September Commentary 2022
Laura Foll and James Henderson, Portfolio Managers of Lowland Investment Company, deliver an update on the Company, highlighting factors currently impacting the UK market, the key drivers of performance, and recent portfolio activity.
Henderson Opportunities Trust – Q3 Commentary 2022
Laura Foll and James Henderson, Portfolio Managers of Henderson Opportunities Trust, deliver an update on the Company, highlighting factors currently impacting UK smaller companies, the key drivers of performance, and recent portfolio activity.
Price & prejudice – not all cyclicals will struggle
In this article, Laura Foll, Portfolio Manager of Henderson Opportunities Trust and Lowland Investment Company discusses the current landscape for cyclical companies.
Lowland Investment Company Fund Manager Commentary – August 2022
Laura Foll and James Henderson, Portfolio Managers of Lowland Investment Company, deliver an update on the Trust highlighting factors currently impacting the UK market, the key drivers of performance, and outline recent portfolio activity.
Henderson Opportunities Trust – Staying the contrarian course
This research explores the macro and micro economic factors currently affecting UK markets, such higher inflation and interest rates, the performance of HOT and how Portfolio Managers Laura Foll and James Henderson are navigating a challenging environment.