Tom O’Hara
Tom O’Hara is a Portfolio Manager at Janus Henderson Investors, a position he has held since 2020. He co-manages the Concentrated Pan Europe Equity, the Continental Europe Equity, Pan Europe Equity, and Concentrated Continental Europe Equity strategies. Before joining the firm as a research analyst in 2018, Tom was an equity research analyst specialising in metals and mining with Exane BNP Paribas from 2016. He held similar mining and steel sector positions with Redburn (Europe) Limited from 2013 and with Citigroup Global Markets from 2010. Before Citigroup, Tom was a metals analyst with Metal Bulletin Research from 2008. He began his career in 2006 in the treasury of Northern Rock plc.
Tom received his BA degree (Hons) in economics from Newcastle University. He has 17 years of financial industry experience.
Articles Written
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.
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.
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.
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.