‘It’s the valuation that matters, not the share price’: Laura Foll of Janus Henderson Investors
Investors' Chronicle · Investors' Chronicle
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Show Notes
Foll currently works as a portfolio manager on the Global Equity Income Team at the Janus Henderson Investors fund, where she has held the position for 10 years.
In the episode, the pair discuss where the team tends to focus when stocks don’t pay dividends, the compelling opportunities in the UK market, some of the specific stocks the fund currently holds and one of the fund's largest holdings, Rolls-Royce.
This episode was recorded on 27 February.
Timestamps
00:59 How does the trust differ from its peers
2:58 Interesting opportunities outside of conventional income investing
6:08 What the fund looks for in a recovery play
8:05 Rolls-Royce
9:29 How the fund treats a well-performing stock
12:19 Dividend prospects for Rolls-Royce
13:42 Are we shifting away from a focus on dividends?
16:27 Interesting sectors that are powering dividends
19:21 Warning signs in income stocks
23:55 Areas of hope for UK equity investors
27:59 The mix of UK and overseas stocks and the different appeal
30:23 How prominent are smaller companies in the portfolio?
33:56 Monitoring all the stocks Janus Henderson holds
34:56 Foll’s take on M&A
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