Company: Henderson EuroTrust plc (HNE)
Date: 13th December 2023
Presenter: James Ross (Portfolio Manager)
Company Information: Henderson EuroTrust (HNE) aims to achieve a superior total return from a portfolio of European (excluding the UK) investments where the quality of the business is deemed to be high or significantly improving.
In short, HNE buys and owns high-quality companies in Europe – a region which allows access to some of the very best quality opportunities globally.
Managed by James (Jamie) Ross, HNE is laser focused on the fundamentals of a company, not the share price. The growth, quality, and consistency of its holdings is key, on the understanding that high quality companies should outperform over the long run.
This philosophy has helped HNE outperform its benchmark over one, five and ten years, and why it has been awarded the Kepler Income and Growth Rating for 2023.
James Ross – Portfolio Manager
James Ross is a Portfolio Manager on the European Equities Team at Janus Henderson Investors, a position he has held since 2016. He was appointed as a joint Portfolio Manager for a European investment trust in 2018 and became sole manager in 2019. Prior to this, he was a portfolio manager on the UK Equities Team, where he co-managed a UK equities pooled fund. Before that, he was an assistant portfolio manager on the Pan European Equities Team. He started his career with Henderson in 2007.
James graduated with a BA degree (Hons) in economics from Durham University. He holds the Chartered Financial Analyst designation and has 16 years of financial industry experience.
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