For individual investors in the UK

Tom O’Hara

Portfolio Manager

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 16 years of financial industry experience.

Articles Written

Henderson European Focus Trust Fund Manager Commentary – April 2022

Henderson European Focus Trust Fund Manager Commentary – April 2022

Tom O’Hara and John Bennett, Portfolio Managers of Henderson European Focus Trust, provide an update on the Trust highlighting factors that affected the European market in April and outline recent portfolio activity.

Henderson European Focus Trust Fund Manager Commentary – February 2022

Henderson European Focus Trust Fund Manager Commentary – February 2022

Tom O’Hara and John Bennet, Portfolio Managers of Henderson European Focus Trust, deliver an update on the Trust highlighting the key drivers of performance and outline recent portfolio activity. Tom and John also touch on the Russia/Ukraine conflict.

Henderson European Focus Trust Fund Manager Commentary – January 2022

Henderson European Focus Trust Fund Manager Commentary – January 2022

Tom O’Hara, Portfolio Manager of Henderson European Focus Trust delivers an update on the Trust highlighting the key drivers of performance, factors affecting the market, and outlines recent portfolio activity.

Henderson European Focus Trust – Fund Manager 2022 AGM presentation

Henderson European Focus Trust – Fund Manager 2022 AGM presentation

Portfolio Managers of the Henderson European Focus Trust, Tom O’Hara and John Bennett, deliver the 2022 Annual General Meeting presentation to shareholders. They cover the Trust’s performance over the last financial year and portfolio activity over the period.

HEFT Minisode: Review of 2021, outlook for 2022 – recovery set to continue

HEFT Minisode: Review of 2021, outlook for 2022 – recovery set to continue

In this episode, Andrew Chiguri and Tom O’Hara, Portfolio Manager of Henderson European Focus Trust, reflect on 2021 and how the Trust navigated the tricky market environment. Tom also touches on the outlook for the coming year and highlights the key factors that might affect stock markets in 2022.

‘High conviction’ for a reason

‘High conviction’ for a reason

John Bennett and Tom O’Hara, portfolio managers of The Henderson European Focus Trust, believe that running a concentrated portfolio is one of the best approaches to building strong long-term returns, but only if stock picking is central to the process and underpinned by rigorous research. Here, we look at why.

HEFT Minisode: Covid-19 recovery – a catalyst for change?

HEFT Minisode: Covid-19 recovery – a catalyst for change?

In this episode, Laura Thomas and Tom O’Hara, Portfolio Manager of Henderson European Focus Trust, discuss how he identifies favourable and unfavourable changes in a company that make a compelling case for investment or divestment. Tom also touches on the trends/sectors experiencing rapid change on the back of the Covid-19 pandemic.

Fund Manager September 2021 Commentary – Henderson European Focus Trust

Fund Manager September 2021 Commentary – Henderson European Focus Trust

John Bennett, Portfolio Manager of Henderson European Focus Trust, provides an update on the Trust highlighting factors affecting the European market and areas where he is finding opportunities.

Fund Manager August 2021 Commentary – Henderson European Focus Trust

Fund Manager August 2021 Commentary – Henderson European Focus Trust

John Bennett, Portfolio Manager of Henderson European Focus Trust, provides an update on the Trust’s recent performance and highlights the factors affecting the European market.

Fund Manager July 2021 Commentary – Henderson European Focus Trust

Fund Manager July 2021 Commentary – Henderson European Focus Trust

John Bennett, Fund Manager for Henderson European Focus Trust, delivers his monthly commentary highlighting the performance of the European market in July, the contribution of specific stocks to performance and changes made to the portfolio.

HEFT Minisode: Value

HEFT Minisode: Value

Laura Thomas and Tom O’hara, Fund Manager of Henderson European Focus Trust, discuss the major factors currently affecting the market, changes made to the portfolio, the inflation conundrum, and the nuances between “deep value” and “quality value” stocks.

Fund Manager June 2021 Commentary – Henderson European Focus Trust

Fund Manager June 2021 Commentary – Henderson European Focus Trust

John Bennett, Fund Manager for Henderson European Focus Trust, delivers his monthly commentary on the performance of the European market in June, his outlook for the region and highlights changes made to the portfolio.