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
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.
The Henderson Smaller Companies Investment Trust plc: Full-Year Results 2023
Portfolio Manager, Neil Hermon, discusses the full-year results for The Henderson Smaller Companies Investment Trust (HSL), including performance over the period and dividend outlook.
Hermon also discusses the opportunities spotted in UK medium to small cap stocks over the period and his outlook for the UK market.
Henderson Smaller Companies Trust – finding gems in the UK market
While economic uncertainty and jittery markets make for a challenging investment environment, for the discerning investor, they also create fantastic opportunities. Amid the turmoil, there are hidden gems, companies that are not only surviving but have become undervalued and are thriving. In such a market, stock picking is more important than ever.
2023 Outlook: Neil Hermon, Portfolio Manager
“The UK market looks cheap under almost any measure compared to history and other international markets.”
The Henderson Smaller Companies Trust – No light at the end of the tunnel yet
Recently commissioned research from Edison highlights why now is the time to consider The Henderson Smaller Companies Investment Trust (HSL).
This research explores the macro and micro economic factors currently affecting UK smaller-and-medium sized businesses, including elevated inflation, higher interest rates, and the ongoing war in Ukraine, and how portfolio manager Neil Hermon is navigating this challenging backdrop.