It is too early to be overly confident, but we are gradually building confidence in the outlook for the market, writes Jamie Ross of Henderson EuroTrust.
COVID-19: our performance, positioning and trading activity
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Janus Henderson
Henderson EuroTrust plcAbout This Trust
- Very experienced management team with a deep understanding of developed European markets
- High conviction rate means the team avoids holdings of less than 1% of the portfolio
- Provides a diversifier to UK- or US-biased equity portfolios
Portfolio Mangement
Jamie Ross, CFA
Portfolio Manager
Industry since 2007. Joined Firm in 2007.
Podcast
Uncovering the best European stocks with Jamie Ross
James Faulkner, editor of Master Investor Magazine, is joined by Jamie Ross, manager of Henderson EuroTrust to talk about why Europe is such an unloved destination for investors right now and why that’s throwing up some very interesting opportunities.
For UK investors. Capital at risk. For a full glossary of terms mentioned within this episode please visit www.janushenderson.com/ukpi/content/glossary.
Thought Leadership articles
Novo Nordisk – the anatomy of a good company
Jamie Ross, fund manager of Henderson EuroTrust, explains the rationale behind the inclusion of the Danish pharmaceutical company Novo Nordisk in his portfolio.
Learn more about this trust on the Janus Henderson Investors website.