Henderson Opportunities Trust - Patience is bitter but the fruit is sweet
Underpinned by attractively low valuations, the investment managers for Henderson Opportunities Trust (HOT) believe that smaller companies will rally strongly on a turn in market sentiment. Although the timing and catalyst for this is no easier to pinpoint than when we wrote our detailed note in July, in their view, the most likely trigger will be a return to confidence in the UK economy. In this respect, growing indications that the interest rate cycle has peaked, and a more robust domestic economy than implied by smaller company valuations, are positive indicators.Henderson Opportunities Trust is an investment trust company. Co. invests in a portfolio of 70 to 100 investments on an unconstrained basis across the whole range of market capitalisation. Co. has appointed Henderson Investment Funds Limited to act as its Alternative Investment Fund Manager.
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