Ollie Beckett
Ollie Beckett is a Portfolio Manager on the European Equities Team at Janus Henderson Investors. Ollie first joined Henderson as an assistant portfolio manager for European equities upon the firm’s merger with AMP Asset Management in 1998 and was named fund manager in 1999. He moved to the Global Technology Team in 2000. He left Henderson in 2003 to pursue other interests before returning to his current role with the firm in 2005.
Ollie received a BA degree (Hons) in economics and government from the University of Manchester. He has 29 years of financial industry experience.
Articles Written
European Small Cap – strategy update
Please join Ollie Beckett, Portfolio Manager on the European Equities team, as he delivers a quarterly update on the European Smaller Companies strategy, as well as sharing his latest market perspectives and outlook.
European Small Cap – strategy update
Please watch Ollie Beckett, Portfolio Manager on the European Equities team, which took place on Thursday 20 June, as he delivered a quarterly update on the European Small Cap strategy, as well as sharing his latest market perspectives and outlook.
How European smaller company shares have outperformed over time
European smaller companies have outperformed their larger equivalents on a share price basis over the long term. Here, we discuss some of the reasons why that could be the case…
“Cheap is not enough” – finding value in a muted market
Just what else can small caps offer investors as a potential source of value?
“Cheap is not enough” – finding value in a muted market
European smaller companies valuations sit at historic lows. Finding investment value in a market like this requires a different approach…
The European Smaller Companies Trust PLC: Half-Year Results
Fund Manager, Ollie Beckett, discusses the half-year results for The European Smaller Companies Trust PLC (ESCT), including: how the Trust performed over the period; where he, and the team, have found opportunities in the market; and provides his outlook for European small cap.
Why 2024 could be European small caps’ time to shine
With European small cap valuations reaching historic lows, this point in the economic cycle could be ideal for stock-pickers focusing on high-quality growth stocks.
Uncovering innovation in Europe: The European Smaller Companies Trust
When searching for innovative investment ideas, investors often expect to have to look to the US or Asia. However, smaller European companies are paving the way in some niches, and at relatively low valuations to boot.
Finding secular growth in European smaller companies
Where can investors find exposure to secular themes such as AI, healthcare and electric vehicles.
The European Smaller Companies Trust PLC Annual General Meeting
In this AGM Presentation, Ollie Beckett, Portfolio Manager of The European Smaller Companies Trust PLC, discusses performance over the last financial year, how he has been navigating a volatile market environment, and highlights areas where he has been finding opportunities.
The European Smaller Companies Trust plc: Full-Year Results 2023
Portfolio Manager, Ollie Beckett, discusses the full-year results for The European Smaller Companies Trust (ESCT) including performance attribution over the course of the year, changes to the portfolio and his outlook for the year ahead.
European Smaller Companies Trust – separating the value from the discount
Europe has felt the brunt of recent market volatility, particularly within Small Caps, but this period of discomfort has created a rare opportunity for investors to access quality companies at meaningful discounts.