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 40 years of financial industry experience.
Articles Written
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.
A defence of long lists
Some investors believe that a small number of stocks held with strong conviction is the optimal way to build a portfolio. In this piece, Portfolio Manager James Henderson discusses why he thinks otherwise, presenting his case in defence of the ‘long list.’
UK equities: Finding value in a volatile market
The UK market has faced its fair share of challenges over recent years. However, over the last 18 months, the market has experienced something of a renaissance. While much attention has been given to the larger cap stocks – which have driven performance – we believe the UK market has more to offer.
Lowland Investment Company Fund Manager Commentary – July 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 over the month.
Finding value in UK small caps
James Henderson, Portfolio Manager of Henderson Opportunities Trust, talks about the Trust’s performance over the first half of the year, areas where he is finding opportunities, and how smaller businesses are innovating to deal with changing consumer behaviour. James also touches on the longer-term investment themes playing out in the portfolio.
Lowland Investment Company Fund Manager Commentary – June 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, key drivers of performance, and recent portfolio activity over the month.
How to spot leading management
The first time I met Daily Mirror owner Robert Maxwell I was a young analyst. I asked him a perfectly legitimate question about an issue in the accounts of one of his companies that perturbed me. He swivelled towards me, glowering, and snarled: “I know your boss very well.”
Lowland Investment Company Fund Manager Commentary – May 2022
Laura Foll and James Henderson, Portfolio Managers of Lowland Investment Company, deliver an update on the Trust, highlighting the key drivers of performance over the month and recent portfolio activity.