European Small Cap

Ollie Beckett is responsible for the Pan European Smaller Companies strategy and unlike many competitors Ollie remains a ‘true’ small cap fund manager, investing in stocks with a market cap significantly below the average of the sector, thus giving investors true small-cap exposure. The investment approach is to identify trends that drive consistent performance and to find companies with a strong competitive position and good long-term potential.


Philosophy

Ollie Beckett

Investors still have limited exposure to smaller caps, a fact I find encouraging, given the potential for allocations to increase. We run a genuine small-cap strategy, and therefore have a lower average market cap than many of our competitors."

Ollie Beckett, European Equity Small Cap Fund Manager

Why?

  • Provides ‘true’ small cap exposure
  • Uses an active bottom-up stock picking approach
  • Fund identifies trends that drive consistent performance
  • Active approach provides opportunity for above-index returns
  • Invest in companies with a strong competitive position and good long-term potential

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

Management

Ollie Beckett

Ollie Beckett

Ollie Beckett is a Portfolio Manager of European equities at Janus Henderson Investors responsible for the European Focus and International Small Cap Equity strategies. Ollie first joined Henderson as an assistant portfolio manager for European equities upon the firm’s merger with AMP Asset Management in 1998 and was named fund manager in 1999. He moved to the Global Technology Team in 2000. He left Henderson in 2003 to pursue other interests before returning to his current role with the firm in 2005. Ollie received a BA degree (Hons) in economics and government from the University of Manchester. He has 24 years of financial industry experience.


Rory Stokes, CFA

Rory Stokes, CFA

Rory Stokes is a Portfolio Manager of European equities at Janus Henderson Investors, a position he has held since 2015. Rory joined Henderson in 2013 as a European equity analyst. He worked for Liberum Capital Limited in small- and mid-cap equity sales from 2007 and prior to that held several roles at Credit Suisse. He began his career at HOLT Value Associates as a research analyst in 2001. Rory graduated with a degree in philosophy, politics, and economics from Oxford University. He holds the Chartered Financial Analyst designation and is FCA registered. He has 18 years of financial industry experience.


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