Neil Hermon
Neil Hermon is Director of UK Equities and a Portfolio Manager at Janus Henderson Investors, a position he has held since 2013. He joined Henderson in 2002 as head of UK smaller companies. Prior to this, he served as head of UK smaller companies for General Accident Investment Management (later to become CGU plc). He began his career at Ernst & Young as a chartered accountant.
Neil received an MA (Hons) in mathematics from Cambridge University. He is an associate member of the Society of Investment Professionals (ASIP) and has 33 years of financial industry experience.
Articles Written
The Henderson Smaller Companies Trust – No light at the end of the tunnel yet
Recently commissioned research from Edison highlights why now is the time to consider The Henderson Smaller Companies Investment Trust (HSL).
This research explores the macro and micro economic factors currently affecting UK smaller-and-medium sized businesses, including elevated inflation, higher interest rates, and the ongoing war in Ukraine, and how portfolio manager Neil Hermon is navigating this challenging backdrop.
UK small cap valuations are too good to ignore
Neil Hermon, Portfolio Manager of The Henderson Smaller Companies Investment Trust, discusses the challenges small-and-medium sized businesses are facing, why they are more resilient than some might think, and why the small cap story remains compelling.
The Henderson Smaller Companies Investment Trust
In this AGM Presentation, Neil Hermon, Portfolio Manager of the Henderson Smaller Companies Investment Trust, discusses performance over the last financial year, how he has been navigating a volatile market environment, and highlights areas where he has been finding growth opportunities.
Big opportunities within UK small caps
In this article, Neil Hermon, Portfolio Manager of the Henderson Smaller Companies Investment Trust, looks at why the case for UK smaller companies remains compelling despite the volatile market environment.
The Henderson Smaller Companies Investment Trust – Q3 Commentary 2022
Neil Hermon, Portfolio Manager of The Henderson Smaller Companies Trust, delivers an update on the Company, highlighting factors currently impacting UK smaller companies, the key drivers of performance, and recent portfolio activity.
Where next for UK small caps
Neil Hermon, Portfolio Manager of The Henderson Smaller Companies Investment Trust talks about the performance of UK small caps year-to-date, areas where he is finding opportunities, risks to the UK market, and his approach to ESG.
Henderson Smaller Companies Investment Trust Fund Manager Commentary – Q2 2022
Neil Hermon, Portfolio Manager of The Henderson Smaller Companies Investment Trust, provides an update on the Trust highlighting the key drivers of performance over the quarter, areas where he finding opportunities, and provides his outlook for UK stocks in the coming months.
Henderson Smaller Companies Investment Trust: Edison research June 2022
Recently commissioned research from Edison explores why the Henderson Smaller Companies Investment Trust is a compelling option for UK small and mid-caps.
Rethinking the role of small cap stocks
Smaller companies are often viewed as an important tool for boosting capital growth when building a retirement pot but are frequently overlooked in the decumulation phase as a reliable income producing asset. Here, we find out why the team at Henderson Smaller Companies Investment Trust think smaller companies should be part of any drawdown portfolio.
UK small cap stocks weathering the storm
Neil Hermon, Portfolio Manager of The Henderson Smaller Companies Trust, provides an update on the Trust, covering performance year-to-date, how small-cap growth stocks are faring in this environment, and areas where he is finding opportunities.
Exploring big opportunities in small-cap stocks
Though markets have been on tear over the last decade, there’s certainly been plenty of volatility for investors to endure: the European debt crisis, Brexit, US/China trade war, and the coronavirus pandemic. Underneath the surface, the debate over small cap versus large cap stocks has raged on. This paper will explore the pros and cons of investing in small-to-mid-cap stocks and how The Henderson Smaller Companies Investment Trust’s approach has enabled it to generate exceptional long-term returns within the small cap space.
A disciplined approach to long-term investing
In this video, Neil Hermon, Portfolio Manager of the Henderson Smaller Companies Investment Trust, provides an update on the Trust highlighting the key drivers behind the consistent level of outperformance, areas where he is finding opportunities, and the factors currently driving market uncertainty.