Insights
HEFT
Henderson European Focus Trust plc
Insights
Expert thinking for better investment and business decisions.
Insights Articles
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Snapshot in time: Henderson European Focus Trust
While we avoid making investment decisions based on short-term forecasts, 2023 provided its own lessons for Henderson European Focus Trust.
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Henderson European Focus Trust plc: Full-year Results 2023
Portfolio manager Tom O’Hara discusses Henderson European Focus Trust plc (HEFT) full-year results, including performance over the year, how major macro themes are playing into portfolio decision making, and provides his outlook for the European market.
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Henderson European Focus Trust – turning the spotlight on deep value
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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Henderson European Focus Trust plc: Half-Year Results 2023
Disclaimers: References made to individual securities do not constitute a recommendation to buy, sell or hold any security, investment strategy or market sector, and should not be assumed to be profitable. Janus Henderson Investors, its affiliated advisor, or its employees, may have a position in the securities mentioned. Not for onward distribution. Before investing in […]
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Holcim – Building a sustainable future
Henderson European Focus Trust Portfolio Managers John Bennett and Tom O'Hara discuss how so-called 'sin or dirty' stocks can become sustainable, highlighting Holcim's eco-friendly transformation.