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Tom O'Hara

Portfolio Manager
Tom O’Hara

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 18 years of financial industry experience.

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Articles Written

European Equities – strategy update

European Equities – strategy update

Please watch our Pan European and Continental European strategies webcast update with Tom Lemaigre, Portfolio Manager on the European Equities team, which took place on Tuesday 26 March as he delivered a quarterly update, as well as sharing his latest market perspectives and outlook.

European espresso: Making European building materials firms great again
Timely & Topical

European espresso: Making European building materials firms great again

What impact is US government spending is having on European building materials firms? Tom O’Hara explores.

Playing global themes in European equities in 2024
Timely & Topical

Playing global themes in European equities in 2024

Tom O’Hara, European Equities portfolio manager, discusses his outlook for the asset class in 2024.

Avoiding short-term traps and finding long-term opportunity in European equities
Timely & Topical

Avoiding short-term traps and finding long-term opportunity in European equities

The do’s and don’ts of investing in Europe with the prospect of recession and the growing dominance of AI.