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S4 Ep11: Finding value in UK small caps

Episode 11 of the Investment Trust Podcast podcast, hosted by Janus Henderson Investors (UK), titled "S4 Ep11: Finding value in UK small caps" was published on August 9, 2022 and runs 23 minutes.

August 9, 2022 ·23m · Investment Trust Podcast

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James Henderson, Portfolio Manager of Henderson Opportunities Trust, talks about the Trust’s performance over the first half of the year, areas where he is finding opportunities, and how smaller businesses are innovating to deal with changing consumer behaviour. James also touches on the longer-term investment themes playing out in the portfolio.
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