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 35 years of financial industry experience.
Articles Written
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
European equities: investing in a new environment
What does the change in market environment mean for European investors?
Henderson European Focus Trust – Q3 Commentary 2022
Tom O’Hara and John Bennett, Portfolio Managers of Henderson European Focus Trust, provide an update on the Company, highlighting factors currently impacting European markets, the key drivers of performance, and recent portfolio activity.
Henderson European Focus Trust
This research explores the macro and micro economic factors currently affecting European markets, how Portfolio Managers John Bennett and Tom O’Hara are utilising their style agnostic investment approach to navigate a challenging market environment, and why European markets could offer a compelling proposition.
Navigating the energy crisis in Europe
John Bennett, Director of European Equities and Portfolio Manager of Henderson European Focus Trust, explains why he believes oil prices will remain higher for longer, and what this means for investors.
Can a manager follow a value style and still be ESG?
Why we feel it is prudent to apply a value lens when investing in the ESG space.
Navigating the energy crisis in Europe
What could higher-for-longer oil prices mean for investors?
Can a manager follow a value style and still be ESG?
Why we feel it is prudent to apply a value lens when investing in the ESG space.
Henderson European Focus Trust Fund Manager Commentary – August 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 August and outline recent portfolio activity.
Henderson European Focus Trust Fund Manager Commentary – July 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 July and outline recent portfolio activity.
Trust TV: Is now the time to invest in Europe?
In this latest episode of Trust TV, we speak to Tom O’Hara, Portfolio Manager of Henderson European Focus Trust – to discuss how he is steering the Trust through a challenging market environment, areas where he is finding opportunities, and the risk of a recession and its impact of global markets. Tom also looks at how the war in Ukraine has affected the ESG narrative.
Henderson European Focus Trust Fund Manager Commentary – June 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 June and outline recent portfolio activity.