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UK smaller companies the key to outperformance

In this video, Laura Foll, Co-Portfolio Manager of Henderson Opportunities Trust, discusses the Trust’s recent performance highlighting the contribution from different ‘buckets’ to performance and areas where she is finding opportunities. Laura also touches on the Trust’s discount.

Valuations extreme?

In this video, John Bennett, Portfolio Manager of the Henderson European Focus Trust, provides an update on the Trust highlighting the rotation between growth and value stocks, valuations in the ‘growthy’ segments of the market, and touches on the inflation conundrum.