18th January 2016

Talking Money: Still some attractive companies out there

An interview with fund manager James Henderson

James is the experienced and successful manager of three investment trusts: Henderson Opportunities, Henderson UK Equity Income & Growth (with Laura Foll), and Lowland Investment Company. In this edition of Talking Money, he explains why – despite others’ doubts – he doesn’t think we’re near the end of the bull market, and how talking to companies has revealed a robustness in firms that isn’t being reflected in valuations. As a patient long-term investor, Henderson argues there are attractive opportunities out there if you know where to look: he reveals how he has been finding them, including two examples of where he has recently started to build a position.

James Henderson

James Henderson

Fund manager
Henderson Global Investors

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