Tim Stevenson and James Ross, Co-Managers on the Janus Henderson Horizon Pan European Equity Fund, reflect on the prospects for European equities in 2019, at a time of political uncertainty and slowing economic growth. Tim addresses his upcoming retirement, while James looks at the fund’s strategic positioning, in the search for high-quality/high-return businesses capable of generating higher returns in future.
- Tim Stevenson’s upcoming retirement will leave the fund in the capable hands of current Co-Manager James Ross, supported by Janus Henderson’s wider Pan-European Equities team
- The fund has three categories for prospective holdings in the strategy: compounders, improvers and income blend
- The limited scope for interest rate rises in Europe should be supportive for equities in the region, which look attractively priced on a relative basis
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