For financial professionals in Norway

Jamie Ross, CFA

Portfolio Manager
Jamie Ross | Janus Henderson Investors

Jamie Ross is a Portfolio Manager of European equities at Janus Henderson Investors, a position he has held since 2016. He was appointed as a joint Portfolio Manager for a European investment trust in 2018 and became sole manager in 2019. Prior to this, he was a portfolio manager on the UK Equities Team, where he co-managed a UK equities pooled fund. Before that, he was an assistant portfolio manager on the Pan European Equities Team. He started his career with Henderson in 2007.

Jamie graduated with a BA degree (Hons) in economics from Durham University. He holds the Chartered Financial Analyst designation and has 14 years of financial industry experience.

Articles Written

European equities: remain agile in 2021

European equities: remain agile in 2021

Jamie Ross, European equities portfolio manager, argues that a disciplined, balanced approach is key to this asset class in 2021.

Mispriced odds: play your cards right

Mispriced odds: play your cards right

Jamie Ross, Portfolio Manager of the Pan European Equity Strategy, explains how the market can often misprice companies and discuss what they look for to find payoff potential in undervalued stocks.

Internet companies: a lollapalooza of forces

Internet companies: a lollapalooza of forces

Jamie Ross, Portfolio Manager of the Pan European Equity Strategy investigates how some companies have used disruptive situations to emerge stronger and explore the lollapalooza of forces which can often lead to an outcome that is much larger than the sum of the parts.

The misunderstood powerhouses of innovation

The misunderstood powerhouses of innovation

Jamie Ross, manager on the Pan European Equity Strategy, explores the power of platform businesses and how the trajectory of their corporate models can often be misunderstood.

Knowing where to fish

Knowing where to fish

Jamie Ross manager on the Pan European Equity Strategy, explains that high-quality, value businesses can be found in the most unlikely places.

Novo Nordisk: global leader in diabetes care

Novo Nordisk: global leader in diabetes care

​Jamie Ross, Manager of Janus Henderson Pan European Equity Fund, provides a snapshot of the typical analysis undertaken on every company considered for the portfolio. In this case, he explains the rationale behind the inclusion of the Danish pharmaceutical company Novo Nordisk.

Quality growth in Europe: the five point checklist

​What are the characteristics of a company potentially capable of generating reliable growth year after year? Here, Jamie Ross, manager of the Janus Henderson Horizon Pan European Equity Fund, gives insight into the team’s investment process, designed to identify good quality businesses capable of delivering sustainable and high returns over time.

Essentials: Janus Henderson Horizon Pan European Equity strategy

Essentials: Janus Henderson Horizon Pan European Equity strategy

This ‘Essentials’ video provides an introduction to the actively managed Pan European Equity strategy run by European specialist Jamie Ross.

European equities: a growing watch list of opportunities

In this video update, European equities manager James Ross outlines his ‘balanced, slightly bullish’ views on the European market. While investors’ attention has been caught up by political theatrics, escalating trade tensions and signs of slowing growth across the globe, James continues to focus on good quality businesses that he believes can consistently deliver a high return on capital over time.

Investment Viewpoints

Can European margin recovery drive equities higher?

As we approach the end of 2017, after a strong year for European equities, it seems an appropriate time to take a step back to think logically about what could drive European equities higher still, or whether, in fact, we are approaching the end of the road for the current bull market.

Two at the helm: new co-manager of the Henderson Horizon Pan European Equity Fund

In this video, European equities manager Tim Stevenson introduces his new co-manager James Ross. They discuss what the addition of a co-manager means for the fund, and summarise their thoughts on the current challenges and opportunities for Europe’s quality growth companies. This video was recorded on 06 September 2016.

The video covers:

• Team change
• Why add a co-manager?
• James Ross background
• What attracted James to the position?
• Will the investment process change?
• Opportunities and challenges ahead