John Bennett
John Bennett is Director of European Equities at Janus Henderson Investors and Portfolio 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 37 years of financial industry experience.
Products Managed
Articles Written
Henderson European Focus Trust plc Annual General Meeting
In this AGM presentation, Tom O’Hara Co-Portfolio Manager of Henderson European Focus Trust plc, discusses performance over the last financial year, the macro themes that are shaping portfolio positioning, and provides examples of specific stocks that feed into these themes.
Henderson European Focus Trust plc
In this AGM presentation, Tom O’Hara and John Bennett, Portfolio Managers of Henderson European Focus Trust plc, discuss performance over the last financial year, how they have been navigating a tricky market environment, and highlight some of the key themes playing out in the portfolio.
The contrarian in the room
John Bennett, Portfolio Manager of the Henderson European Focus Trust, talks about investing in oil during the ESG movement, how it felt going against the grain, the factors that contributed to the build-up in the energy allocation, and the role these companies could play in the energy transition.
Adjusting to an uncertain market environment
Tom O’Hara, Portfolio Manager of Henderson European Focus Trust, provides an update on the investment company highlighting the key drivers of performance and the reasoning behind the energy allocation. Tom also touches on the threat of nationalisation and windfall taxes on energy companies
Henderson European Focus Trust Fund Manager Commentary – October 2022
Tom O’Hara and John Bennett, Portfolio Managers of Henderson European Focus Trust, provide an update on the Trust highlighting factors that impacted European equity markets in October and outline recent portfolio activity.
Henderson European Focus Trust – Q3 Commentary 2022
Tom O’Hara and John Bennett, Portfolio Managers of Henderson European Focus Trust, provide an update on the Company, highlighting factors currently impacting European markets, the key drivers of performance, and recent portfolio activity.
Henderson European Focus Trust
This research explores the macro and micro economic factors currently affecting European markets, how Portfolio Managers John Bennett and Tom O’Hara are utilising their style agnostic investment approach to navigate a challenging market environment, and why European markets could offer a compelling proposition.
Navigating the energy crisis in Europe
John Bennett, Director of European Equities and Portfolio Manager of Henderson European Focus Trust, explains why he believes oil prices will remain higher for longer, and what this means for investors.
Henderson European Focus Trust Fund Manager Commentary – August 2022
Tom O’Hara and John Bennett, Portfolio Managers of Henderson European Focus Trust, provide an update on the Trust highlighting factors that impacted European equity markets in August and outline recent portfolio activity.
Henderson European Focus Trust Fund Manager Commentary – July 2022
Tom O’Hara and John Bennett, Portfolio Managers of Henderson European Focus Trust, provide an update on the Trust highlighting factors that impacted European equity markets in July and outline recent portfolio activity.
Trust TV: Is now the time to invest in Europe?
In this latest episode of Trust TV, we speak to Tom O’Hara, Portfolio Manager of Henderson European Focus Trust – to discuss how he is steering the Trust through a challenging market environment, areas where he is finding opportunities, and the risk of a recession and its impact of global markets. Tom also looks at how the war in Ukraine has affected the ESG narrative.
Henderson European Focus Trust Fund Manager Commentary – June 2022
Tom O’Hara and John Bennett, Portfolio Managers of Henderson European Focus Trust, provide an update on the Trust highlighting factors that impacted European equity markets in June and outline recent portfolio activity.