Henderson Opportunities (HOT) was launched in 1985 and initially held international small-cap stocks but with a strong UK focus. In 2005, it briefly switched its mandate to UK micro-caps before adopting its current UK all-cap approach in January 2007. HOT was been managed by James Henderson since 2007 with Laura Foll becoming co-manager in 2018 (the pair also manage Lowland and the equity portfolio of Law Debenture). HOT's portfolio consists of around 90 positions but there remains a strong bias towards small-caps with around two-thirds of the portfolio invested outside of the FTSE 100. Perfor...
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For premium subscribers we do regular interviews with fund managers and analysts about current market conditions and funds and markets (occasionally shares) that we invest in. The latest one is with Laura Foll, co-manager with James Henderson of two listed investment trusts, Lowland and Henderson Opportunities Trust. They are also jointly responsible for the equity portfolio of the distinctive mixed asset trust Law Debenture. Laura has worked for Janus Henderson, the management company of all three trusts, for the past 12 years.
Lowland (ticker LWI) sits in the UK Equity Income sector while...
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