Hamish Chamberlayne, CFA
Hamish Chamberlayne is Head of Global Sustainable Equities and a portfolio manager at Janus Henderson Investors. He was an investment manager with the firm from 2012 and joined Henderson as an investment analyst in 2011 from Gartmore, where he was an equity analyst with the global equity team. Prior to this, from 2004 to 2007, Hamish worked as a senior auditor at PricewaterhouseCoopers, where he covered a variety of sectors, including energy, technology, and communications. He began his career at Burlington Consultants in 2003 performing commercial due diligence on businesses identified as acquisition targets by private equity houses.
Hamish graduated with a master’s degree in chemistry from New College, Oxford University. He holds the Chartered Financial Analyst designation and is a qualified accountant. He has 21 years of financial industry experience.
Articles Written
Sustainable Equities outlook: The future is still electric under a Trump administration
Hamish Chamberlayne revisits Trump’s first presidency, suggesting his second term presents compelling sustainable investment opportunities.
AI – Is the juice worth the squeeze?
We explore how innovation seeks to meet AI’s energy needs and the technology’s potential impact on climate.
Sustainable equity: Oil imbalance paves way for electric vehicle supply chain growth
Projected growth in electric vehicle (EV) fleets is expected to contribute to a halt in oil demand growth by the decade’s end. We explore the impact on the oil market and bolstered investment opportunities within EV supply chains.
Hangover cure: Tapping into global growth with thematic equities
Janus Henderson’s recent Global Investment Summit explored growth drivers in equities, noting record levels of innovation in healthcare and technology as well as developments in real estate and sustainability.
Unlocking sustainable growth: a multidisciplinary approach
Three stocks that exemplify the benefits of a multidisciplinary approach to investing.
Global Perspectives: investing in the transformation of a sustainable economy
Hamish Chamberlayne discusses the challenges faced in sustainable investing and the long-term opportunity.
Sustainable Equity: focusing on compounding wealth in uncertain times
Hamish Chamberlayne, Head of Global Sustainable Equities, presents his outlook for 2024 and outlines the long-term secular growth opportunities for the asset class.
Becoming an “archer” – striving for excellence over perfection
Why differentiated thinking can cultivate an attitudinal edge in investors.
Investing in clean technology for tomorrow’s renewable economy
What changes are happening in the clean technologies space to build a renewable global economy.