Tom O'Hara
Tom O’Hara is a Portfolio Manager on the European Equities Team at Janus Henderson Investors, a position he has held since 2020. Before joining the firm as a research analyst in 2018, Tom was an equity research analyst specialising in metals and mining with Exane BNP Paribas from 2016. He held similar mining and steel sector positions with Redburn (Europe) Limited from 2013 and with Citigroup Global Markets from 2010. Before Citigroup, Tom was a metals analyst with Metal Bulletin Research from 2008. He began his career in 2006 in the treasury of Northern Rock plc.
Tom received his BA degree (Hons) in economics from Newcastle University. He has 18 years of financial industry experience.
Articles Written
Henderson European Trust – Full-Year Results 2024
Jamie Ross and Tom O’Hara, managers of Henderson European Trust, discuss the trust’s results for the year to 30 September 2024.
Global themes are where European equities can find their magic
Portfolio Manager Tom O’Hara discusses favourable geopolitical dynamics and a potential cyclical recovery for European equities in 2025.
How big tech became a big friend to European investors
The dominance of big tech over the last decade has been closely associated with a surging US market, at the expense of others including Europe. Now that the tech giants are spending big though, they are spending in Europe.
Not the Europe you think you know: Henderson European Trust Copy
While the UK market is having a moment in the sun, investors in The City of London Investment Trust have long benefitted from a standout dividend history…
Henderson European Trust – Kepler Webinar ‘global equities in a year of change’
While the UK market is having a moment in the sun, investors in The City of London Investment Trust have long benefitted from a standout dividend history…
Global Perspectives: European equities tapping into global tech themes
Thinking Europe? Think ‘big picture’ themes like AI, says European equities Portfolio Manager Tom O’Hara.
Europe Large Cap Blend Equity– strategy update
Tom O’Hara, Portfolio Manager on the Equities team, on Thursday 5 September delivered a quarterly update on the Europe Large Cap Blend Equity strategy, as well as sharing the latest market perspectives and outlook.
Not the Europe you think you know: Henderson European Trust
While the UK market is having a moment in the sun, investors in The City of London Investment Trust have long benefitted from a standout dividend history…
European equities: the quiet winners of the AI revolution
Can Big Tech firms sustain their big spending on AI? Portfolio Manager Tom O’Hara argues they can, with potential benefits for European companies.
Global equity view: Looking beyond the Magnificent Seven
Growth opportunities exist beyond the ‘Magnificent Seven’. Here, we explore large-cap tailwinds and a ‘peace dividend’ in Europe.
Henderson European Focus Trust: Half-year Results
Portfolio manager Tom O’Hara discusses the half-year results for Henderson European Focus Trust plc (HEFT), including performance over the period, how major themes the trust invests around have affected performance, and changes to the portfolio.
European Equities – strategy update
Please watch our Pan European and Continental European strategies webcast update with Tom Lemaigre, Portfolio Manager on the European Equities team, which took place on Tuesday 26 March as he delivered a quarterly update, as well as sharing his latest market perspectives and outlook.