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James Henderson

Portfolio Manager
James Henderson | Janus Henderson Investors

James Henderson is a Portfolio Manager on the Global Equity Income Team at Janus Henderson Investors, a position he has held since 2003. He also co-manages the UK equity income portfolio of the Law Debenture Corporation plc. He joined Henderson in 1983 as a trainee fund manager and has successfully managed a number of investment trusts since 1990. Prior to this, he was an accountant trainee at Binder Hamlyn.

James graduated with an MA (Hons) in economics from Cambridge University. He has 42 years of financial industry experience.

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involves feeding a computer system a lot of data, which it can use to make decisions about other data. This data is fed through neural networks – logical constructions which ask a series of binary true/false questions, or extract a numerical value, from all the data which pass through them, and classify it according to the answers received involves feeding a computer system a lot of data, which it can use to make decisions about other data. This data is fed through neural networks – logical constructions which ask a series of binary true/false questions, or extract a numerical value, from all the data which pass through them, and classify it according to the answers received

The secret ingredient for Lowland Investment Company
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The secret ingredient for Lowland Investment Company

Buying smaller companies expands Lowland Investment Company’s opportunity set greatly. Here, the managers explain how they seek to benefit from smaller companies that others have overlooked…

Henderson Opportunities Trust – ShareSoc Webinar
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Henderson Opportunities Trust – ShareSoc Webinar

James Henderson, Fund Manager of Henderson Opportunities Trust presents an overview of the trust and its objectives, looks at recent performance and portfolio positioning, and gives some examples of stocks he believes could be the market leaders of tomorrow.

Lowland Investment Company AJ Bell Investor Evening Webinar
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Lowland Investment Company AJ Bell Investor Evening Webinar

Watch James Henderson, Portfolio Manager of Lowland Investment Company, as he speaks at the recent AJ Bell Investor Evening event.

Deliberately diverse: Henderson Opportunities Trust
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Deliberately diverse: Henderson Opportunities Trust

Henderson Opportunities Trust aims to produce capital and dividend growth for investors, without excessive volatility. To achieve this, its managers use an eclectic blend of UK equities.

Lowland Investment Company plc Annual General Meeting
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Lowland Investment Company plc Annual General Meeting

In the Lowland Investment Company plc AGM presentation, Portfolio Managers Laura Foll and James Henderson, 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.

Henderson Opportunities Trust plc: Full-Year Results 2023
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Henderson Opportunities Trust plc: Full-Year Results 2023

Portfolio Manager Laura Foll discusses the Henderson Opportunities Trust plc (HOT) full-year results, including performance over the financial year, specific stocks that drove performance and the Company’s dividend.

Yesterday’s failures can be tomorrow’s leaders
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Yesterday’s failures can be tomorrow’s leaders

While some companies are virtually written off in periods of challenge, watching for the signs of recovery can be beneficial to an investor, as Henderson Opportunities Trust has discovered with Marks & Spencer.

Lowland Investment Company plc: Full-Year Results 2023
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Lowland Investment Company plc: Full-Year Results 2023

Portfolio manager Laura Foll discusses Lowland Investment Company plc (LWI) full-year results, including performance over the year, highlights some interesting new additions to the portfolio, and provides her outlook for both dividends and the UK market.

Cash burners can fire outstanding returns
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Cash burners can fire outstanding returns

While balance sheet discipline is often a welcome feature of a potential investment, occasionally it pays to consider businesses that are spending cash on themselves, as we have done for Lowland Investment Company.

How old bears can make you poorer
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How old bears can make you poorer

James Henderson, Portfolio Manager of Henderson Opportunities Trust, talks about why listening to old bears regarding the UK market can end badly.

How to be a contrarian investor – James Henderson  Copy
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How to be a contrarian investor – James Henderson Copy

James Henderson, Portfolio Manager of Lowland Investment Company and Henderson Opportunities Trust talks about his experiences as a contrarian investor and what that means in today’s market

A version of this article was published earlier by the Financial Times