For individual investors in the UK

James Henderson

Director of UK Investment Trusts | Portfolio Manager
James Henderson | Janus Henderson Investors

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.

Articles Written

Edison research – Henderson Opportunities Trust – December 2021

Edison research – Henderson Opportunities Trust – December 2021

Take a look at the December 2021 edition of the Edison research report for Henderson Opportunities Trust.

Edison research – Lowland Investment Company – November 2021

Edison research – Lowland Investment Company – November 2021

Take a look at the November 2021 edition of the Edison research report for Lowland Investment Company.

UK dividends better than expected

UK dividends better than expected

In this video, Laura Foll, Co-Portfolio Manager of Lowland Investment Company, discusses the Trust’s performance over the last financial year, highlighting key drivers of performance and dividend trends in the UK. Laura also touches on how businesses are dealing with higher cost pressures.

Trust TV: The return of dividends to the UK investment landscape

Trust TV: The return of dividends to the UK investment landscape

Laura Foll, Co-Portfolio Manager of the Lowland Investment Company, discusses the Trust’s recent performance, areas where she is finding opportunities and highlights how the Trust is positioned to take advantage of prevailing market conditions. Laura also touches on the outlook for UK dividends in the coming months.

Fund Manager September 2021 Commentary – Henderson Opportunities Trust

Fund Manager September 2021 Commentary – Henderson Opportunities Trust

Laura Foll, Co-Portfolio Manager of Henderson Opportunities Trust, delivers an update on the Trust highlighting the key drivers of performance over the period and recent portfolio activity.

Bucking the benchmark

Bucking the benchmark

Benchmarks are vital in the world of investing. However, investors who slavishly follow the benchmark restrict the future potential returns of their portfolios, effectively leaving money on the table. In this article, we discuss how, Laura Foll and James Henderson, Co-Portfolio Managers of Henderson Opportunities Trust, utilise the Trust’s flexible ‘go anywhere’ mandate and ‘bucket’ approach to differentiate it from the benchmark and its peers.

Fund Manager September 2021 Commentary – Lowland Investment Company

Fund Manager September 2021 Commentary – Lowland Investment Company

Laura Foll, Co-Portfolio Manager of Lowland Investment Company, delivers an update on the Trust highlighting the key drivers of performance, recent portfolio activity, and provides an outlook for UK equities.

Fund Manager August 2021 Commentary – Henderson Opportunities Trust

Fund Manager August 2021 Commentary – Henderson Opportunities Trust

Laura Foll, Co-Portfolio Manager of Henderson Opportunities Trust, delivers an update on the Trust’s recent performance and highlights the encouraging trading updates she is hearing from companies within the portfolio.

Fund Manager August 2021 Commentary – Lowland Investment Company

Fund Manager August 2021 Commentary – Lowland Investment Company

Laura Foll, Co-Portfolio Manager of Lowland Investment Company, delivers an update on the Trust highlighting the encouraging updates from holdings within the portfolio, recent portfolio activity and provides her outlook for UK equities.

Fund Manager July 2021 Commentary – Lowland Investment Company

Fund Manager July 2021 Commentary – Lowland Investment Company

Laura Foll, Co-Fund Manager of Lowland Investment Company, provides an update on the trust – highlighting the dividends trend in the UK market and the encouraging trading updates from holdings within the portfolio.

Leave no stone unturned

Leave no stone unturned

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.

The future’s bright for post-pandemic dividends

The future’s bright for post-pandemic dividends

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.