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.
Snapshot in time: Henderson European Focus Trust
While we avoid making investment decisions based on short-term forecasts, 2023 provided its own lessons for Henderson European Focus Trust.
Henderson European Focus Trust plc: Full-year Results 2023
Portfolio manager Tom O’Hara discusses Henderson European Focus Trust plc (HEFT) full-year results, including performance over the year, how major macro themes are playing into portfolio decision making, and provides his outlook for the European market.
How will the AI hype impact European equities?
The pitfalls of following the AI hype cycle
The necessity of big oil in the transition to net zero
Why are oil companies essential for the low carbon transition?
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.