Graeme Clark
Graeme Clark is a Portfolio Manager on the Global Technology Leaders Team at Janus Henderson Investors, a position he has held since joining the firm in 2013. Graeme began his career at Ernst & Young in 1994 as a senior auditor. He later held the position of senior analyst covering European software and IT services on the sell-side for ING, Piper Jaffray, and Jefferies.
Graeme received a degree in accountancy and business from the University of Edinburgh, graduating with honours. He holds a CFA UK Level 4 Certificate in Investment Management and is a member of the Institute of Chartered Accountants in Scotland. He has 30 years of financial industry experience.
Articles Written
JH Explorer in Phoenix: Autonomous driving on a progressive path to commercialisation
Autonomous driving technology is now reaching an important inflection point for wider adoption.
Technology is bringing the future of autonomous driving closer
Despite signs of progress, a pragmatic approach towards investing in the autonomous driving space is warranted.
How can technology enable carbon markets?
Key takeaways from COP27 and a discussion about how technology can facilitate credible and meaningful carbon markets.
‘A third way’ to sustain the gig economy
Alison Porter, Graeme Clark and Richard Clode from the Global Technology Leaders Team discuss the gig economy’s broad-ranging impact and why ESG engagement is imperative when investing in disruptive technologies.
Global Tech: the importance of navigating the hype cycle
Graeme Clark, portfolio manager in Janus Henderson’s Global Technology Team, discusses the significance of understanding and analysing where a company sits on the hype cycle when investing in tech for the long term, and how this forms an integral part of the team’s investment process.
Tech stocks: solid demand underpins positive outlook
Recently back from the US West Coast on separate research trips, Global Technology portfolio managers Alison Porter and Graeme Clark met with portfolio companies and prospective investable businesses. Here, they discuss the key takeaways from these trips.