Director of UK Investment Trusts | Portfolio Manager
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 39 years of financial industry experience.
Laura Foll, Co-Fund Manager of Henderson Opportunities Trust, discusses the Trust’s recent performance, highlighting the contribution from the different buckets/sleeves, areas where she’s finding opportunities and how the trust avoids structurally declining industries.
In this article, we discuss why the UK has lagged behind other developed markets in recent years, the factors contributing to the changing sentiment towards the market and outlook for UK dividends in the months ahead.
In this video, Laura Foll, co-Fund Manager for Lowland Investment Company, discusses the Trust’s recent performance – highlighting key drivers of performance, dividend trends in the UK and main concerns for businesses.
Laura Foll, co-fund manager of Lowland Investment Company provides an update on the trust – highlighting changes in the portfolio and the encouraging trading updates from holdings within the portfolio.
Laura Foll, co-manager of Henderson Opportunities Trust, delivers an update on the Trust’s recent performance – highlighting changes made to the portfolio, and the encouraging trading updates from holdings within the portfolio.
For portfolio managers and investors alike, the experiences of 2020 will prove difficult to erase from the memory. As we reflect upon the extraordinary – for once, the word is entirely apposite – developments of the year, one facet in particular leaps immediately to the forefront of our collective consciousness: dividends … or rather, their reliability.
Laura Foll, co-fund manager of Lowland Investment Company, highlights the increased private equity takeover activity seen in May, the changes made to the portfolio and the encouraging trading updates from the portfolio’s holdings.
Laura Foll, Co-Fund Manager of Henderson Opportunities Trust, discusses the Trusts recent performance, highlighting the broad range of companies responsible for driving much of this strong performance and how the Trusts flexible mandate benefits investors.
Laura Foll, co-fund manager, provides an update on the Lowland Investment Company. Laura explains the complete reversal in the detractors affecting the UK market and highlights how the portfolio’s multi-cap approach affords the opportunity to take advantage of the undervalued UK domestic market.
We would like to draw your attention to the following commissioned research piece. This piece give general insight into the background of Lowland Investment Company and the investment strategy with which it is run.