Henderson Opportunities Trust (HOT) has performed particularly strongly over the past 12 months, leading to signs of a reappraisal among investors with the trust’s persistent double-digit discount to NAV narrowing almost to par. Managers James Henderson and Laura Foll have made the best of HOT’s flexible all-cap structure, reaping the benefits of strong performance from early-stage hydrogen plays in 2020 and rotating towards more cyclical names late in the year as the market focus switched to va ....
24 Jun 2021
Henderson Opportunities Trust - Feeling HOT HOT HOT?
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Henderson Opportunities Trust - Feeling HOT HOT HOT?
Henderson Opportunities Trust PLC (HOT:LON) | 0 0 0.0% | Mkt Cap: 75.8m
- Published:
24 Jun 2021 -
Author:
Sarah Godfrey -
Pages:
7
Henderson Opportunities Trust (HOT) has performed particularly strongly over the past 12 months, leading to signs of a reappraisal among investors with the trust’s persistent double-digit discount to NAV narrowing almost to par. Managers James Henderson and Laura Foll have made the best of HOT’s flexible all-cap structure, reaping the benefits of strong performance from early-stage hydrogen plays in 2020 and rotating towards more cyclical names late in the year as the market focus switched to va ....