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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.
Portfolio Manager
Tom O’Hara is a Portfolio Manager on the European Equities Team at Janus Henderson Investors, a position he has held since 2020. Before joining the firm as a research analyst in 2018, Tom was an equity research analyst specialising in metals and mining with Exane BNP Paribas from 2016. He held similar mining and steel sector positions with Redburn (Europe) Limited from 2013 and with Citigroup Global Markets from 2010. Before Citigroup, Tom was a metals analyst with Metal Bulletin Research from 2008. He began his career in 2006 in the treasury of Northern Rock plc.
Tom received his BA degree (Hons) in economics from Newcastle University. He has 18 years of financial industry experience.
Director of European Equities | Portfolio Manager
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.
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