Laura Foll, CFA
Laura Foll is a Portfolio Manager on the Global Equity Income Team at Janus Henderson Investors, a position she has held since 2014. Laura joined Henderson in 2009 as part of the graduate scheme. She was subsequently named a global analyst and later an assistant fund manager for the Global Equity Income Team.
Laura graduated with a BSc degree (Hons) in economics and economic history from the London School of Economics. She holds the Chartered Financial Analyst designation and has 13 years of financial industry experience.
Articles Written
UK equities: an income recovery story still playing out
Portfolio manager Laura Foll discusses the strong earnings recovery this year, the risks of cost inflation and the outlook for UK income investors in 2022.
UK equities: an income recovery story still playing out
UK equities earnings and dividends recovered strongly this year, but cost inflation is a key risk for earnings growth in 2022, according to portfolio manager Laura Foll.
Edison research – Henderson Opportunities Trust – December 2021
Take a look at the December 2021 edition of the Edison research report for Henderson Opportunities Trust.
UK smaller companies the key to outperformance
In this video, Laura Foll, Co-Portfolio Manager of Henderson Opportunities Trust, discusses the Trust’s recent performance highlighting the contribution from different ‘buckets’ to performance and areas where she is finding opportunities. Laura also touches on the Trust’s discount.
Global Perspectives Podcast: Where are the opportunities in undervalued UK equities?
Adam Hetts is joined by UK equities portfolio managers Laura Foll and Indriatti van Hien in a discussion around valuations, the impact of rising inflation, dividends and responsible investing.
Edison research – Lowland Investment Company – November 2021
Take a look at the November 2021 edition of the Edison research report for Lowland Investment Company.
UK dividends better than expected
In this video, Laura Foll, Co-Portfolio Manager of Lowland Investment Company, discusses the Trust’s performance over the last financial year, highlighting key drivers of performance and dividend trends in the UK. Laura also touches on how businesses are dealing with higher cost pressures.
Trust TV: The return of dividends to the UK investment landscape
Laura Foll, Co-Portfolio Manager of the Lowland Investment Company, discusses the Trust’s recent performance, areas where she is finding opportunities and highlights how the Trust is positioned to take advantage of prevailing market conditions. Laura also touches on the outlook for UK dividends in the coming months.
Fund Manager September 2021 Commentary – Henderson Opportunities Trust
Laura Foll, Co-Portfolio Manager of Henderson Opportunities Trust, delivers an update on the Trust highlighting the key drivers of performance over the period and recent portfolio activity.
Bucking the benchmark
Benchmarks are vital in the world of investing. However, investors who slavishly follow the benchmark restrict the future potential returns of their portfolios, effectively leaving money on the table. In this article, we discuss how, Laura Foll and James Henderson, Co-Portfolio Managers of Henderson Opportunities Trust, utilise the Trust’s flexible ‘go anywhere’ mandate and ‘bucket’ approach to differentiate it from the benchmark and its peers.
Fund Manager September 2021 Commentary – Lowland Investment Company
Laura Foll, Co-Portfolio Manager of Lowland Investment Company, delivers an update on the Trust highlighting the key drivers of performance, recent portfolio activity, and provides an outlook for UK equities.
Fund Manager August 2021 Commentary – Henderson Opportunities Trust
Laura Foll, Co-Portfolio Manager of Henderson Opportunities Trust, delivers an update on the Trust’s recent performance and highlights the encouraging trading updates she is hearing from companies within the portfolio.