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Graeme Clark

Global Technology Leaders | Portfolio Manager
Graeme Clark | Janus Henderson Investors

Graeme Clark is a Portfolio Manager at Janus Henderson Investors. He joined Henderson in 2013 and is responsible for co-managing the Global Technology Leaders strategy. Graeme began his career at Ernst & Young in 1994 as a senior auditor. He later held the position of senior analyst covering European software and IT services on the sell-side for ING, Piper Jaffray, and Jefferies.

Graeme received a degree in accountancy and business from the University of Edinburgh, graduating with honours. He holds a CFA UK Level 4 Certificate in Investment Management and is a member of the Institute of Chartered Accountants in Scotland. He has 26 years of financial industry experience.

Articles Written

‘A third way’ to sustain the gig economy

‘A third way’ to sustain the gig economy

Alison Porter, Graeme Clark and Richard Clode from the Global Technology Leaders Team discuss the gig economy’s broad-ranging impact and why ESG engagement is imperative when investing in disruptive technologies.

The end of Moore’s Law is creating winners and losers in the semiconductor space

The end of Moore’s Law is creating winners and losers in the semiconductor space

Technology equities portfolio managers Alison Porter, Graeme Clark and Richard Clode discuss the challenges and opportunities in the evolving semiconductor space, which has been a key enabler for the development of technology.

Tech stocks: looking for secular growth, but not at any price

Tech stocks: looking for secular growth, but not at any price

Global Technology Team portfolio managers Alison Porter, Graeme Clark and Richard Clode discuss why they believe an active approach is now needed more than ever to avoid pockets of extreme tech stock valuations.

Technology for good: supporting the fight against COVID-19

Technology for good: supporting the fight against COVID-19

Alison Porter, Graeme Clark and Richard Clode from the Global Technology Team discuss how ‘big tech’ companies are helping communities and governments through the pandemic and the implications this may have on the regulation of the technology sector.

Tech revolution: is NVIDIA driving the next AI wave?

Tech revolution: is NVIDIA driving the next AI wave?

Global technology portfolio managers Alison Porter, Graeme Clark and Richard Clode discuss the recent launch of Ampere, NVIDIA’s latest graphics accelerator, which looks set to be a gamechanger for the development of cloud computing, artificial intelligence and gaming graphics.

The ‘Cold War of Technology’: new Huawei restrictions

The ‘Cold War of Technology’: new Huawei restrictions

Global technology portfolio managers Alison Porter, Graeme Clark and Richard Clode provide their views on the latest US restrictions imposed on Huawei and the ramifications for the company’s largest customers and the wider semiconductor industry.

Technology stocks’ financial strength is key to weathering the coronavirus storm

Technology stocks’ financial strength is key to weathering the coronavirus storm

Alison Porter, Graeme Clark and Richard Clode from Janus Henderson’s Global Technology Team explain why the tech sector looks well positioned to brave the coronavirus-induced uncertainty and highlight how as active managers they are maintaining a laser-like focus on companies’ financial strength.

Global Tech: the importance of navigating the hype cycle

Global Tech: the importance of navigating the hype cycle

Graeme Clark, portfolio manager in Janus Henderson’s Global Technology Team, discusses the significance of understanding and analysing where a company sits on the hype cycle when investing in tech for the long term, and how this forms an integral part of the team’s investment process.