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 36 years of financial industry experience.
Articles Written
How will the AI hype impact European equities?
The pitfalls of following the AI hype cycle
Henderson European Focus Trust – turning the spotlight on deep value
In the age of cheap money, European markets were often undervalued by global investors. But in a tougher economic environment where fundamentals matter it could be time to look to Europe’s global champions for real income and capital growth.
Henderson European Focus Trust plc: Half-Year Results 2023
Important information References made to individual securities do not constitute a recommendation to buy, sell or hold any security, investment strategy or market sector, and should not be assumed to be profitable. Janus Henderson Investors, its affiliated advisor, or its employees, may have a position in the securities mentioned. Not for onward distribution. Before investing
Holcim – Building a sustainable future
Henderson European Focus Trust Portfolio Managers John Bennett and Tom O’Hara discuss how so-called ‘sin or dirty’ stocks can become sustainable, highlighting Holcim’s eco-friendly transformation.
The necessity of big oil in the transition to net zero
Why are oil companies essential for the low carbon transition?
The necessity of big oil in the transition to net zero
Why are oil companies essential for the low carbon transition?
Henderson European Focus Trust plc
In this AGM presentation, Tom O’Hara and John Bennett, Portfolio Managers of Henderson European Focus Trust plc, 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.
The contrarian in the room
John Bennett, Portfolio Manager of the Henderson European Focus Trust, talks about investing in oil during the ESG movement, how it felt going against the grain, the factors that contributed to the build-up in the energy allocation, and the role these companies could play in the energy transition.
2023 outlook: a comeback year for European equities?
John Bennett explains why 2023 might be an opportune time to get into European equities.
2023 outlook: a comeback year for European equities?
John Bennett explains why 2023 might be an opportune time to get into European equities.
Adjusting to an uncertain market environment
Tom O’Hara, Portfolio Manager of Henderson European Focus Trust, provides an update on the investment company highlighting the key drivers of performance and the reasoning behind the energy allocation. Tom also touches on the threat of nationalisation and windfall taxes on energy companies
Henderson European Focus Trust Fund Manager Commentary – October 2022
Tom O’Hara and John Bennett, Portfolio Managers of Henderson European Focus Trust, provide an update on the Trust highlighting factors that impacted European equity markets in October and outline recent portfolio activity.