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EQS-Information: / Key phrase(s): Analysis Replace/Analysis Replace
Henderson EuroTrust (HNE): Initiation – Trying to find mispriced high quality
26.01.2023 / 08:00 CET/CEST
The issuer is solely answerable for the content material of this announcement.

 

London, UK, 26 January 2023

 

Henderson EuroTrust (HNE): Initiation – Trying to find mispriced high quality

Henderson EuroTrust (HNE) supplies comparatively concentrated publicity to a portfolio of continental European (ex-UK) equities. The belief has been solely managed by Jamie Ross since February 2019, though his involvement with HNE dates again to 2016, alongside former longstanding fund supervisor Tim Stevenson. Ross is a part of a well-established, collegiate European equities desk at Janus Henderson Buyers (JHI) that covers the breadth of accessible alternatives within the area. The funding course of blends publicity to firms with conventional high quality traits like excessive and sustainable returns on fairness, obstacles to entry and confirmed and efficient administration which might be labelled ‘compounders’ with a typically smaller allocation to people who are transitioning into high quality firms the place the prospects for enchancment are mispriced (‘improvers’).

 

HNE has traditionally traded at a excessive single to low double-digit low cost, which we consider is unjustified. In our view this may be attributed to quite a lot of components such because the belief’s dimension relative to some friends, which might deter quasi-institutional patrons like wealth managers, and the comparatively low profile of HNE within the funding group. We consider the market is overlooking the differentiated, efficacious funding method, which has been constantly utilized to good impact by the 2 fund managers, along with charges which might be under the AIC class common.

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