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

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.

Outlook for UK dividends encouraging

Outlook for UK dividends encouraging

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.

Fund Manager June 2021 Commentary – Lowland Investment Company

Fund Manager June 2021 Commentary – Lowland Investment Company

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.

Fund Manager June Commentary – Henderson Opportunities Trust

Fund Manager June Commentary – Henderson Opportunities Trust

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.

Edison research – Henderson Opportunities Trust – June 2021

Edison research – Henderson Opportunities Trust – June 2021

We would like to draw your attention to the following commissioned research piece.

The unreliable are nobody’s friend

The unreliable are nobody’s friend

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.

Fund Manager May Commentary – Lowland Investment Company

Fund Manager May Commentary – Lowland Investment Company

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.

Set to benefit from recovery

Set to benefit from recovery

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.

Lowland: Domestic UK market undervalued as headwinds subside

Lowland: Domestic UK market undervalued as headwinds subside

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.

Lowland Investment Company – Edison research note

Lowland Investment Company – Edison research note

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.

Escaping the illusion of yield

Escaping the illusion of yield

This piece explains how to exercise care when selecting stocks in the current climate in order to avoid falling into the ‘yield trap’.