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Fund Manager March Commentary – Lowland Investment Company

Laura Foll, CFA | Janus Henderson Investors

Laura Foll, Co-Manager of Lowland Investment Company, delivers her monthly commentary on the portfolio performance in March, the significant contributors to its outperformance and the steps management teams are taking to future proof their businesses.

Understanding asset classes

Diversifying one’s investment portfolio is one of the key ways of managing risk. It’s generally prudent, therefore, to diversify by stock, sector and geography. Diversifying by asset class offers a further dimension.

Tommy Evon

Tommy Evon is a is a Securitized Products Analyst at Janus Henderson Investors, a position he has held since 2021. In this role, he provides data engineering and quantitative analysis for securitised products. He was a fixed income credit research intern with the firm from 2020. Previously, Tommy held equity research internships with Pulliam Family

Zack Silver, CFA

Zack Silver headshot

Zack Silver is a Research Analyst at Janus Henderson Investors and is a member of the Consumer Sector Research Team.