Henderson Value Trust joint manager departs to be replaced by a recent arrival


#1

Paul Craig, who headed Henderson’s multi-asset business and who jointly managed the trust with Ian Barras, is leaving to be replaced by James de Bunse
[See the full post at: Henderson Value Trust joint manager departs to be replaced by a recent arrival]


#2

Ooo, exposure to Russia!

Actually I think this trust is a good call at the minute. Huge double discount, Russia is dodgy as hell but cheap as chips. I can’t see it go much lower from here and I like the management.


#3

No I dont want exposure to Russia right now @alexbarr. Who knows how this will end or how far the sanctions will go.

I think this sounds like an interesting investment trust and yes it is on a big discount on a discount but I won’t invest until we see what is going to come of Ukraine/Russia.


#4

But @Andre the Russian stock is so cheap whilst it’s possible it could become cheaper it’s much more likely that it’ll go up and in any case, you can’t call the bottom of something but you can know if it’s cheap and Russia is cheap.