Please ensure Javascript is enabled for purposes of website accessibility Continental European Equity - Janus Henderson Investors - GWP Hub Prod

Continental European Equity

A large cap core European (ex UK) strategy

Overview

About this strategy

An actively managed strategy aiming to capture performance by anticipating the catalysts for change in European (ex UK) companies and industries.

Investment approach

Designed to deliver long-term growth
Uses a high-conviction blend of large and mega cap holdings (to capture sector themes) and under-researched mid-cap stocks (tactical opportunities)

Deviates from the benchmark weightings
Unconstrained investment process with no benchmark limitations and the flexibility to seek out alpha across Europe

Correctly anticipate change
Early insight into macroeconomic and industry trends can provide a competitive advantage

Portfolio Management

Tom O'Hara

Portfolio Manager

Industry since 2006. Joined Firm in 2018.

Tom Lemaigre, CFA

Portfolio Manager

Industry since 2014.

Documents