Janus Henderson Horizon Euroland

An equity fund investing predominately in large and medium sized Continental European companies.

The fund is managed by an experienced manager who has a wealth of experience in the European equity markets. His accountancy background paves the way for a methodical, quantitative approach to investment decision making, assisted by a proprietary quantitative analytical tool that provides a starting point for his research.  Nick tries to focus on stocks that are trading on attractive valuations or are undervalued versus the wider market, paying close attention to a company’s ability to generate cash as this is the source of a company’s ability to invest and grow its business.

 

We like this manager in part because he has used the same investment process throughout his career, and also for the strength of the European equity team in place at Henderson, which he can use as a sounding board for ideas.