Fund Manager
James Henderson joined Henderson Global Investors in 1984 and has been involved with investment trusts throughout his career. He has an aggressive stock picking investment style which is value driven and he seeks out opportunities among large, medium and small companies. James has been the Investment Manager of Lowland Investment Company since 1990, Henderson Opportunies Trust since January 2006 and has been responsible for the portfolio of The Law Debenture Corporation since 2003. Lowland won the award for the best UK investment trust in the 2005 Investment Week Investment Trust of the Year Awards.
Recent Articles
Comment - Market Peak
Volatility in equity markets has returned in recent weeks but with the upward trend in share prices remaining in place. Should equity investors be concerned?
Comment - Market Peak
Why is Lowland so Successful?
There is a combination of factors behind the success of Lowland Investment Company and why I believe the approach of aiming to give shareholders a higher than average income return with growth of both capital and income.
Why is Lowland so Successful?
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Recent Questions
Since the beginning of 2007 when Henderson Strata became Opportunities, the performance has been very poor in 2007 in comparison to the Lowland Investment Company, why is this? Also, whereas most IT's share price seem to move with daily activity, HOT sits static for periods and then moves; usually down at the moment.
The Henderson Opportunities Fund it is very different to the Lowland Investment Company in both its objectives, style and portfolio construction. The Henderson Opportunities Fund has a large weighting in small companies and AIM stocks, and is more "special situation" in nature. The Lowland Investment Company is designed to find companies with a dividend growth story and therefore has a higher proportion of its assets in larger cap companies. The two are therefore not comparable.
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I'm a little wary of investing in Lowland because of the premium. What are your thoughts on this?
An investment trust share price's discount or premium to net asset value is primarily determined by a combination of the demand for the shares from investors and the supply of them in the market.
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What is the rationale for holding the top four stocks in Lowland?
The attraction of the stock is good dividend growth and cash generation.
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How is Company research carried out?
We rely on experise within Henderson to provide us with
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