Janus Henderson European Selected Opportunities fund is a long-only portfolio of typically 40-50 stocks. It mixes mega and large blue-chip holdings with some mid-cap and John’s pragmatic approach takes into consideration the overall macroeconomic environment and sector trends, as well as the criteria of individual companies. Janus Henderson European Focus fund is a more concentrated version of Janus Henderson European Selected Opportunities fund.
Read more about Janus Henderson European Selected Opportunities and Janus Henderson European Focus
The stock market falls in February and March were so fast and so deep that Hugh Sergeant, manager of ES R&M UK Recovery fund, says this is the best opportunity to buy value stocks in his 30-year career – the key is simply to work out which companies can survive. In this podcast he tells us about new holdings he has bought including WH Smith,...
“Successful investing is about managing risk and not being afraid to hold cash when you can’t find assets at the right price,” is the mantra of fund manager James Mahon. And it is very apt in today’s situation. Having been very cautiously positioned at the start of the year, as all assets were expensive, he spent March and April using cash to buy...
“It felt like a ‘going out of business’ sale, where people were tripping over each other to buy the bargains. There were just so many good companies I bought 14 new names.” This is how Eric Moffett, manager of T. Rowe Price Asian Opportunities Equity, described the investment opportunities afforded by the markets falls in March. He also tells us...