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 38 years of financial industry experience.

Articles Written

How can Investment Trust’s cope with dividend cuts?

How can Investment Trust’s cope with dividend cuts?

Laura Foll, Co-Fund Manager for Lowland Investment Company, delivers an update to investors on how the Trust has fared in the first quarter of the year and discusses the latest portfolio activity.

Fund manager March commentary – Lowland Investment Company

Fund manager March commentary – Lowland Investment Company

Fund manager March commentary – Lowland Investment Company

Why income investors shouldn’t panic

Why income investors shouldn’t panic

Laura Foll, Co-Fund Manager for Lowland Investment Company, delivers an outlook on the state of UK dividends in consideration of COVID-19

Henderson Opportunities Trust AGM

Henderson Opportunities Trust AGM

Watch James Henderson, Co-Fund Manager Henderson Opportunities Trust, present on how the Trust has performed over the last financial year and his outlook for the coming months.

How to find the good in the bad

How to find the good in the bad

Laura Foll, Fund Manager for Lowland Investment Company, addresses investor questions; discussing market volatility and how the Trust has fared in the opening months of the year.

Fund manager February commentary – Lowland Investment Company plc

Fund manager February commentary – Lowland Investment Company plc

Fund manager February commentary – Lowland Investment Company plc

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Fund manager January commentary – Lowland Investment Company plc

Fund manager January commentary – Lowland Investment Company plc

Fund manager January commentary – Lowland Investment Company plc

Lowland Investment Company AGM

Lowland Investment Company AGM

Watch Laura Foll and James Henderson, Co-Fund Managers of Lowland Investment Company, present on how the Trust has performed over the last financial year and their outlook for the coming months.

Why liquidity doesn’t trouble Investment Trusts

Why liquidity doesn’t trouble Investment Trusts

James Henderson, co-fund manager for Henderson Opportunity Trust, discusses the Trust’s latest portfolio activity and the discusses the benefits of a closed-end structure.

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Is there a liquidity problem in UK small cap?

Is there a liquidity problem in UK small cap?

The smaller company investor faces a new problem following the fall out over Woodford’s funds; this is the focus on liquidity. How long would it take to liquidate a position at the quoted price? This is the question portfolio managers are being asked by their risk departments and business managers. The usual answer is to

Positioned to capitalize on Brexit clarity

Positioned to capitalize on Brexit clarity

Laura Foll, Co-Fund manager for Lowland Investment Company, explains why liquidity restraints on open ended funds, the US-China trade war and uncertain UK politics have all made for a tough year for the Trust. However, despite a difficult year, the beginning of the final quarter has seen an improvement in Lowland’s performance versus its benchmark as sentiment towards the UK improves as more clarity comes around Brexit. Laura also discusses the latest portfolio activity and why the Trust’s exposure to domestic UK companies will enable the team to take full advantage of excellent value opportunities amongst UK equities.

Unloved and undervalued? Yes please!

Unloved and undervalued? Yes please!

Laura Foll, Co-Fund Manager of Henderson Opportunities Trust, explains why smaller UK companies have performed poorly compared to broader markets and how this has affected the Trusts performance. Laura also discusses the latest key buys and sells within the Trusts portfolio and why the Trust is well positioned to take full advantage of value opportunities amongst unloved and undervalued UK domestic companies.