Janus Henderson's Foll: Why we are overweight banks for first time in years

Performance buoyed by dividend suspensions

Lauren Mason
clock • 3 min read

All three of Laura Foll and James Henderson's UK equity investment trusts – Law Debenture, Henderson Opportunities Trust and Lowland – moved to an overweight in incumbent banks for the first time in as long as Foll can remember last year, despite the fact all five firms suspended their dividends in 2020.

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