John Bennett
John Bennett is Director of European Equities at Janus Henderson Investors and Portfolio Manager on the Janus Henderson Continental European and Pan-European long-only and long/short strategies. John has held these roles since 2011 when his previous company, Gartmore, was acquired by Henderson. Prior to Gartmore, he served as fund manager at Global Asset Management for 17 years. During this time, he managed their flagship European long-only and European equity long/short hedge funds. Before this, he was a fund manager at Ivory & Sime.
John has 34 years of financial industry experience.
Articles Written
Valuations extreme?
In this video, John Bennett, Portfolio Manager of the Henderson European Focus Trust, provides an update on the Trust highlighting the rotation between growth and value stocks, valuations in the ‘growthy’ segments of the market, and touches on the inflation conundrum.
Fund Manager September 2021 Commentary – Henderson European Focus Trust
John Bennett, Portfolio Manager of Henderson European Focus Trust, provides an update on the Trust highlighting factors affecting the European market and areas where he is finding opportunities.
European equities: will inflation be transitory for longer?
John Bennett, Director of European Equities, discusses growth versus value, whether he believes inflation will become more persistent and what this means for European equities.
HEFT Minisode: ESG – inclusion or exclusion
In this episode, Laura Thomas talks to John Bennett, Portfolio Manager of Henderson European Focus Trust, about Environmental, Social and Governance (ESG) issues and how this impacts his asset allocation decisions.
Fund Manager August 2021 Commentary – Henderson European Focus Trust
John Bennett, Portfolio Manager of Henderson European Focus Trust, provides an update on the Trust’s recent performance and highlights the factors affecting the European market.
Fund Manager July 2021 Commentary – Henderson European Focus Trust
John Bennett, Fund Manager for Henderson European Focus Trust, delivers his monthly commentary highlighting the performance of the European market in July, the contribution of specific stocks to performance and changes made to the portfolio.
HEFT Minisode: Value
Laura Thomas and Tom O’hara, Fund Manager of Henderson European Focus Trust, discuss the major factors currently affecting the market, changes made to the portfolio, the inflation conundrum, and the nuances between “deep value” and “quality value” stocks.
Transitory for longer
John Bennett, Fund Manager for Henderson European Focus Trust, provides an update on the Trust’s recent performance – highlighting changes made to the portfolio and touches on the inflation conundrum.
Fund Manager June 2021 Commentary – Henderson European Focus Trust
John Bennett, Fund Manager for Henderson European Focus Trust, delivers his monthly commentary on the performance of the European market in June, his outlook for the region and highlights changes made to the portfolio.
Fund Manager May Commentary – Henderson European Focus Trust
John Bennett, Fund Manager for Henderson European Focus Trust, delivers his monthly commentary on the performance of the European market in May, his outlook for the region and highlights changes made to the portfolio.
Kepler Research – Henderson European Focus Trust Results Analysis
This third-party results analysis provided by Kepler Partners focuses on the recently published interim results, for the six months to 31 March 2021.
Consumer revenge – the next stage of the recovery in Europe
Is pent-up consumer demand the key to unlocking value in Europe? In this article, John Bennett, Director of European Equities, considers some of the meaningful trends he believes could drive positive momentum in the region.