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
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.
European espresso: Making European building materials firms great again
What impact is US government spending is having on European building materials firms? Tom O’Hara explores.
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.
Playing global themes in European equities in 2024
Tom O’Hara, European Equities portfolio manager, discusses his outlook for the asset class in 2024.
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.
Avoiding short-term traps and finding long-term opportunity in European equities
The do’s and don’ts of investing in Europe with the prospect of recession and the growing dominance of AI.
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