James Henderson
James Henderson is a Portfolio Manager on the Global Equity Income Team 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
How old bears can make you poorer
James Henderson, Portfolio Manager of Henderson Opportunities Trust, talks about why listening to old bears regarding the UK market can end badly.
Henderson Opportunities Trust plc: Half-Year Results 2023
Portfolio Manager, James Henderson discusses the half-year results for the Henderson Opportunities Trust and highlights some of the interesting stocks in the portfolio.
How to be a contrarian investor
James Henderson, Portfolio Manager of Lowland Investment Company and Henderson Opportunities Trust talks about his experiences as a contrarian investor and what that means in today’s market
A version of this article was published earlier by the Financial Times
Henderson Opportunities Trust – Investing in tomorrow’s leaders
When considering investing in the UK market, many people tend to rely heavily on the overall state of the economy to guide their investment decisions. This is especially common when it comes to UK small cap stocks, which are perceived to be more cyclical and dependent on the domestic market. So when the UK economy
A balanced approach to investing in the UK market
The last few years have been challenging for many UK companies, which have faced a global pandemic followed by an inflation shock. But despite these difficulties, many UK companies have proved resilient or even thrived, and have continued to offer solid income to investors. With the pandemic now fading into history and the economy adjusting
Lowland Investment Company plc: Half-Year Results 2023
Portfolio Manager, James Henderson discusses the half-year results of the Lowland Investment Company, including the key drivers of performance, opportunities within UK small-caps, valuations and earnings, and the outlook for UK dividends over the coming months. F
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.