Report

Henderson Opportunities Trust - Taking AIM at the opportunity

With a focus on long-term growth, Henderson Opportunities Trust (HOT) seeks investment opportunities across the breadth of the UK market. This includes a strong bias towards smaller and earlier-stage companies with significant potential to become tomorrow’s leading British businesses. HOT’s managers, James Henderson and Laura Foll, from Janus Henderson Investors, note that these smaller companies are under-owned, under-researched and lowly valued, and that their extended period of underperformance relative to larger peers should be seen as a pent-up opportunity. With interest rates on a downward path and the UK economy performing better than had been expected, mid- and small-cap company relative performance has begun to improve, and that of HOT as well.
Underlying
Henderson Opportunities Trust

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.

Provider
Edison Investment Research
Edison Investment Research

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.

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Analysts
Pedro Fonseca

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