Neil Hermon
Neil Hermon is a Portfolio Manager on the UK Equities Team at Janus Henderson Investors, a position he has held since 2013. He joined Henderson in 2002 as head of UK smaller companies. Prior to this, he served as head of UK smaller companies for General Accident Investment Management (later to become CGU plc). He began his career at Ernst & Young as a chartered accountant.
Neil received an MA (Hons) in mathematics from Cambridge University. He is an associate member of the Society of Investment Professionals (ASIP) and has 35 years of financial industry experience.
Articles Written
What our three new stocks tell us about UK smaller companies: The Henderson Smaller Companies Trust
A common misconception about UK smaller companies is that they are limited to struggling, domestically focused businesses. Three new additions to The Henderson Smaller Companies trust portfolio tell a different story…
Trust update: The Henderson Smaller Companies Investment Trust
Neil Hermon, Fund Manager of The Henderson Smaller Companies Investment Trust, provided an update on the trust in this latest webinar by ShareSoc.
In the sweet spot for global small caps? Investor questions answered
Global small caps offer investors long-term returns potential. Here we summarise the views of our small cap experts to questions from investors.
The Henderson Smaller Companies Investment Trust PLC: Full-Year Results 2024
Fund manager, Neil Hermon, discusses the full-year results for The Henderson Smaller Companies Investment Trust (HSL), including performance over the period, changes to the management of the portfolio and his outlook for UK markets.
Companies we’ve met recently: Keller
Company meetings are particularly essential as part of The Henderson Smaller Companies Investment Trust process. Here, we discuss how we met again with Keller, after first investing in February…
Companies we’ve met: Telecom Plus
When it comes to smaller companies investing, company meetings are particularly essential. Here, we discuss how the Henderson Smaller Companies investment analysis was applied following a recent meeting with Telecom Plus…
Three reasons to be positive on UK small cap stocks following the 2024 Budget
In the 2024 budget, the government proactively addressed the UK equity market in several key areas…
The Henderson Smaller Companies Investment Trust plc: Half-Year Results 2023
Portfolio Manager Neil Hermon discusses The Henderson Smaller Companies Investment Trust plc (HSL) half-year results, including performance over the year, highlights some portfolio companies that had an interesting 2023 and gives his view on tail and headwinds for the UK market in the coming year.
Building a prudent position: Henderson Smaller Companies
While a challenging 2023 looks more likely to give way to a better 2024, conditions for UK smaller companies remain tough. Fortunately, the companies themselves have been diligent in preparing for such an environment.
The smart way to ride the AI wave
Artificial intelligence has the potential to revolutionise business and is attracting a lot of attention from investors. But trying to pick the ultimate winners in the AI race is a risky business. At The Henderson Smaller Companies Investment Trust we follow the old adage: in a gold rush, invest in picks and shovels.
Reasons to be cheerful
Consumers have taken a battering in recent years, first from Covid-19 and more recently from the rising cost of living, but since then UK leisure and hospitality spending has bounced back from pandemic lows. For investors in Henderson Smaller Companies Investment Trust, it’s a reason to raise a glass.
The Henderson Smaller Companies Investment Trust plc Annual General Meeting
In this AGM Presentation, Neil Hermon, Portfolio Manager of the Henderson Smaller Companies Investment Trust plc, discusses performance over the last financial year, how he has been navigating widespread volatility and where he is finding opportunistic value in a challenging market.