Tom O’Hara is a Portfolio Manager on the European Equities Team at Janus Henderson Investors, a position he has held since 2020. 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.
In the age of cheap money, European markets were often undervalued by global investors. But in a tougher economic environment where fundamentals matter it could be time to look to Europe’s global champions for real income and capital growth.
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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.
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.
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
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.
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.
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.
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.
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