European Large Cap

The strategy aims to provide long-term capital growth by investing in European company shares.

The European Large Cap Equity Team has a proven track record in managing European equities. The team has been structured to enable quick decision-making, ensuring accountability for each member and the fair treatment of all clients. The investment process combines top-down sector theme allocations with rigorous bottom-up stock selection. The team believes that macroeconomic and sector trends ‘travel’, meaning that early insights into the behaviour of European companies can be gained by understanding global market and industry dynamics.


Philosophy

John Bennett

We are often asked by investors what we expect to be important in moving markets. In 2017, we believe earnings growth to be particularly important, with certain sectors, which have until now been complete strangers to earnings upgrades, starting to benefit from upwards revisions."

John Bennett, Head of European Equities

Why?

  • Potential for Europe to outperform other regions
  • Invest in stocks of the largest European companies
  • Not constrained by a benchmark
  • Possible to achieve above benchmark returns through active management
  • Capture both growth and value opportunities as markets shift

This website is for financial promotion purposes and is not investment advice.

Management

John Bennett

John Bennett

John Bennett is Director of European Equities at Janus Henderson Investors and Fund Manager on the Janus Henderson Continental European and Pan-European long-only and long/short strategies. John has held these roles since 2011 when his previous company, Gartmore, was acquired by Henderson. Prior to Gartmore, he served as fund manager at Global Asset Management for 17 years. During this time, he managed their flagship European long-only and European equity long/short hedge funds. Before this, he was a fund manager at Ivory & Sime. John has 32 years of financial industry experience.


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