For individual investors in the UK

Laura Foll, CFA

Portfolio Manager
Laura Foll, CFA | Janus Henderson Investors

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

Lowland Investment Company – September Commentary 2022
Investment Insights

Lowland Investment Company – September Commentary 2022

Laura Foll and James Henderson, Portfolio Managers of Lowland Investment Company, deliver an update on the Company, highlighting factors currently impacting the UK market, the key drivers of performance, and recent portfolio activity.

Henderson Opportunities Trust – Q3 Commentary 2022
Investment Insights

Henderson Opportunities Trust – Q3 Commentary 2022

Laura Foll and James Henderson, Portfolio Managers of Henderson Opportunities Trust, deliver an update on the Company, highlighting factors currently impacting UK smaller companies, the key drivers of performance, and recent portfolio activity.

Price & prejudice – not all cyclicals will struggle
Investment Insights

Price & prejudice – not all cyclicals will struggle

In this article, Laura Foll, Portfolio Manager of Henderson Opportunities Trust and Lowland Investment Company discusses the current landscape for cyclical companies.

Lowland Investment Company Fund Manager Commentary – August 2022
Investment Insights

Lowland Investment Company Fund Manager Commentary – August 2022

Laura Foll and James Henderson, Portfolio Managers of Lowland Investment Company, deliver an update on the Trust highlighting factors currently impacting the UK market, the key drivers of performance, and outline recent portfolio activity.

Henderson Opportunities Trust – Staying the contrarian course
Investment Insights

Henderson Opportunities Trust – Staying the contrarian course

This research explores the macro and micro economic factors currently affecting UK markets, such higher inflation and interest rates, the performance of HOT and how Portfolio Managers Laura Foll and James Henderson are navigating a challenging environment.

Finding value in a volatile UK equity market
Timely & Topical

Finding value in a volatile UK equity market

Larger companies have been the driver of UK equity returns but opportunities can also be found in the smid-cap area.

A defence of long lists
Investment Insights

A defence of long lists

Some investors believe that a small number of stocks held with strong conviction is the optimal way to build a portfolio. In this piece, Portfolio Manager James Henderson discusses why he thinks otherwise, presenting his case in defence of the ‘long list.’

UK equities: Finding value in a volatile market
Investment Insights

UK equities: Finding value in a volatile market

The UK market has faced its fair share of challenges over recent years. However, over the last 18 months, the market has experienced something of a renaissance. While much attention has been given to the larger cap stocks – which have driven performance – we believe the UK market has more to offer.

Lowland Investment Company Fund Manager Commentary – July 2022
Investment Insights

Lowland Investment Company Fund Manager Commentary – July 2022

Laura Foll and James Henderson, Portfolio Managers of Lowland Investment Company, deliver an update on the Trust highlighting factors currently impacting the UK market, the key drivers of performance, and outline recent portfolio activity over the month.

Time to put your money in banks
Investment Insights

Time to put your money in banks

Laura Foll, Portfolio Manager of Lowland Investment Company, considers whether concerns about the outlook for the banking sector are overly pessimistic and explains why the Trust has increased its exposure to banks over the last 12 months.

Time to take your foot off the gas stocks?
Investment Insights

Time to take your foot off the gas stocks?

In this article, Laura Foll, Portfolio Manager of Henderson Opportunities Trust explores whether now is the time to dial down exposure to stocks.

Lowland Investment Company Fund Manager Commentary – June 2022
Investment Insights

Lowland Investment Company Fund Manager Commentary – June 2022

Laura Foll and James Henderson, Portfolio Managers of Lowland Investment Company, deliver an update on the Trust, highlighting factors currently impacting the UK market, key drivers of performance, and recent portfolio activity over the month.