Edison's review on Henderson Opportunities Trust

Henderson Opportunities Trust PLC

04 August 2023

 

London, UK, 4 August 2023

Edison issues review on Henderson Opportunities Trust (HOT)

Henderson Opportunities Trust seeks to identify the best investment opportunities across the breadth of the UK market. It has a strong bias towards smaller and early-stage companies with significant potential to grow into tomorrow's leading British businesses, and a value-driven style that invests in out-of-favour or under-researched companies. In the past two years, UK market performance has been driven by the largest companies, with a broad sell-off in smaller companies, especially those listed on AIM. Many smaller companies, with strong earnings growth potential, are now trading at very low valuations and the managers see exciting opportunities for a recovery.

In an unconstrained, all-market portfolio, faster-growing, smaller and early-stage stocks have added significant long-term value to the HOT portfolio. Many have been identified on the AIM market (c 50% of the portfolio) where carefully selected stocks such as Serica Energy and Blue Prism have contributed greatly. However, when investor confidence is lower, smaller company and growth stock prices tend to be weaker, especially compared with large global stocks. This has been the case in the past two years, generating significant under-performance against HOT's broad market benchmark.

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