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Edison issues flash on Henderson EuroTrust (HNE): Proposed merger with...
Edison Investment Research Limited Edison issues flash on Henderson EuroTrust (HNE): Proposed merger with Henderson European Focus Trust 22-March-2024 / 16:15 GMT/BST The issuer is solely responsible for the content of this announcement. London, UK, 22 March 2024 Edison issues flash on Henderson EuroTrust (HNE): Proposed merger with Henderson European Focus Trust On 14 March, the boards of Henderson European Focus Trust (HEFT) and Henderson EuroTrust (HNE) announced the proposed merger of the two companies to form Henderson European Trust. The resulting enlarged fund will...
- Pedro Fonseca
Henderson EuroTrust - Proposed merger with Henderson European Focus Tr...
On 14 March, the boards of Henderson European Focus Trust (HEFT) and Henderson EuroTrust (HNE) announced the proposed merger of the two companies to form Henderson European Trust. The resulting enlarged fund will be managed by Janus Henderson Investors’ (JHI’s) European equities team. There will be two co-managers, Tom O’Hara (currently co-lead manager of HEFT) and Jamie Ross (currently lead manager of HNE). While each co-manager has their own expertise, they share a fundamental investment philo...
Edison issues update on Henderson EuroTrust (HNE): Good stock selectio...
Edison Investment Research Limited Edison issues update on Henderson EuroTrust (HNE): Good stock selection outweighing headwinds 13-Dec-2023 / 08:57 GMT/BST The issuer is solely responsible for the content of this announcement. London, UK, 13 December 2023 Edison issues update on Henderson EuroTrust (HNE): Good stock selection outweighing headwinds Henderson EuroTrust’s (HNE’s) manager, Jamie Ross, is heartened by the trust’s outperformance in FY23 despite investors favouring lower-quality value stocks. This result was achieved through successful stock selection. The mana...
- Pedro Fonseca
Henderson EuroTrust - Good stock selection outweighing headwinds
Henderson EuroTrust’s (HNE’s) manager, Jamie Ross, is heartened by the trust’s outperformance in FY23 despite investors favouring lower-quality value stocks. This result was achieved through successful stock selection. The manager employs a long-term view, seeking high-quality companies with high or improving returns. He also has a mid- and long-term record of NAV outperformance versus the Europe ex-UK market, although the trust encountered a protracted period of style headwinds between Q121 and...
- Pedro Fonseca
Henderson EuroTrust - Performance is getting back on track
Henderson EuroTrust’s (HNE’s) performance is getting back on track as investors have become more focused on company fundamentals rather than macroeconomic factors, and investors’ strong preference for value stocks (translating into style headwinds for HNE between Q121 and Q222) has waned recently. The manager (Jamie Ross) is building on HNE’s NAV 10 year record of outperformance versus the Europe ex-UK market (10.5% pa versus 9.1% pa respectively), based on a concentrated portfolio of high-quali...
- Pedro Fonseca
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 ...
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