David Smith, CFA
David Smith is a Portfolio Manager on the Global Equity Income Team at Janus Henderson Investors, a position he has held since 2008. He joined Henderson in 2002, initially working in operations and progressing to the UK Equities Team, and is now part of the Global Equity Income Team.
David graduated with a BSc degree (Hons) in chemistry from Bristol University. He holds the Investment Management Certificate and the Chartered Financial Analyst designation. He has 22 years of financial industry experience.
Articles Written
A straightforward approach to investing for high income
Henderson High Income Trust combines a diversified UK equity selection with a bond portfolio, in a bid to achieve a steady, growing income stream.
Henderson High Income Trust Investor Meet Company Webinar
In his latest webinar, Fund Manager David Smith, introduces Henderson High Income, provides his outlook for the UK market and explains how the Trust is positioned.
Henderson High Income Trust plc: Full-Year Results
Fund Manager, David Smith, discusses the full-year results for Henderson High Income Trust plc (HHI), including the trust’s performance over the period, changes to the portfolio and his outlook for dividends.
Henderson High Income Trust plc: Full-Year Results
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For high income, look beyond the headlines
The economic headlines may be filled with bad news, but from an investment perspective, the outlook is more positive. Here, we discuss three stocks Henderson High Income Trust is looking to for income this year…
Introduction to Henderson High Income Trust
Henderson High Income Trust (HHI) portfolio manager, David Smith, introduces the Trust, explains what’s unique about its strategy and discusses the Trust’s track record.
Finding income amid falling rates – Henderson High Income Investment Trust
As the rate of inflation continues to fall, the Bank of England will come under pressure to cut interest rates. Henderson High Income Investment Trust has identified several areas that should deliver high income levels for investors but also the prospects of capital growth in a falling rate environment.
The City of London Investment Trust plc
In this AGM Presentation, Job Curtis and David Smith, Portfolio Manager and Deputy Portfolio Manager of the City of London Investment Trust, discuss the Company’s performance over the last financial year, areas where the Company has been finding opportunities, and provide an outlook for dividends going forward.
Henderson High Income Trust plc – Insuring against the economic cycle
The uncertain economic environment presents challenges for investors in equities, as many sectors experience volatility. However, not all sectors behave in tandem and Henderson High Income has identified non-life insurers as one area that could buck the current market trend…
Henderson High Income Trust plc: Half-Year Results 2023
Portfolio Manager, David Smith, discusses the half-year results for Henderson High Income Trust plc (HHI), including performance over the period and Company dividend outlook. Smith also discusses the Company’s current allocations and his outlook for the market.
Henderson High Income: Energy Transition – Long term growth opportunity for income investors
For many investors, the high inflation, high-interest rate environment of recent years has sparked a renewed emphasis on the importance of income generation within an investment portfolio.
Henderson High Income Trust plc AGM 2023
In the Henderson High Income Trust plc AGM, Portfolio Manager David Smith, discuss performance over the last financial year, the market outlook and portfolio positioning.