Henderson EuroTrust - Searching for mispriced quality
Henderson EuroTrust (HNE) provides relatively concentrated exposure to a portfolio of continental European (ex-UK) equities. The trust has been solely managed by Jamie Ross since February 2019, although his involvement with HNE dates back to 2016, alongside former longstanding fund manager Tim Stevenson. Ross is part of a well-established, collegiate European equities desk at Janus Henderson Investors (JHI) that covers the breadth of available opportunities in the region. The investment process blends exposure to companies with traditional quality characteristics like high and sustainable returns on equity, barriers to entry and proven and effective management that are labelled ‘compounders’ with a generally smaller allocation to those that are transitioning into quality companies where the prospects for improvement are mispriced (‘improvers’).
Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.
.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.