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Investor Insights Podcast #34 – Laura Foll & James Henderson, Janus Henderson Investors

In Episode #34 we spoke to both Laura Foll and James Henderson, Portfolio Managers on the Global Equity Income Team at Janus Henderson Investors and responsible for the management of the investment portfolios of three London-listed investment companies, the Henderson Opportunities Trust (HOT), Lowland Investment Company (LWI) and Law Debenture (LWDB) alongside an open-ended income and growth fund. Episode timestamps: 00:00 Introduction 01:53 Guest bio and fund intro 03:48 Anecdotes from recent company meetings 06:18 Description of the investment approach 09:16 Increasing exposure to UK smaller companies 13:49 M&A activity in the UK 16:56 UK pension plans and government policy 22:27 Highest conviction areas 25:21 Disclaimer and risk warnings In each episode of our Investor Insights Podcast we will be interviewing portfolio managers from across the investment industry to gain from the expertise in their specialist areas and to question them on the topical issues. Please get in touch via [email protected] for more information on any of the subject matter discussed in this episode, to suggest future topics for discussion or for further details of the services offered by Killik & Co. This podcast is not personal advice. This material is intended for educational purposes only and is not investment research or a recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. Some of the views expressed by our guest speakers may not be representative of our own views. The value of your investments can rise as well as fall and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to in this Podcast may not be suitable for all investors and you should seek advice from a qualified investment adviser. Killik & Co is authorised and regulated by the Financial Conduct Authority (FCA).