PARTNER CONTENT David Smith, Fund Manager for Henderson High Income Trust, provides an update on portfolio activity and discusses the impact of the coronavirus pandemic. We are currently in unprecedented times. A global pandemic has led to a bear market in equities...
Janus HendersonHenderson High Income Trust plc
About This Trust
- Invests predominantly equities but has flexibility to invest in fixed income assets
- Bottom-up style to stock selection with an emphasis on value
- Portfolio includes large and small companies that have attractive and sustainable cash flows
David Smith, CFA
Industry since 2002. Joined Firm in 2002.
How to protect your portfolio from disruption
David Smith, fund manager of Henderson High Income Trust, discusses the Trusts recent performance, having ended the year by outperforming the benchmark. David also discusses the latest portfolio activity and how he and his team protect the portfolio from disruption.
UK stocks: Unloved and undervalued
James Faulkner talks to David Smith, manager of Henderson High Income Trust, about the prospects for UK stocks against the backdrop of Brexit turmoil. The conversation covers valuations, the risks stemming from Brexit, the hunt for income, and how David is navigating the markets with his own holdings within the trust.
For UK investors. Capital at risk. For a full glossary of terms mentioned within this episode please visit www.janushenderson.com/ukpi/content/glossary.