Presented by: Ben Wallace, Portfolio Manager, Janus Henderson | Luke Newman, Portfolio Manager, Janus Henderson | Hugo Cryer, Associate Client Portfolio Manager, Janus Henderson
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Thursday, April 30, 2026
2:00PM BST / 3:00PM CEST
Presented by:
Ben Wallace,
Portfolio Manager
Luke Newman,
Portfolio Manager
Hugo Cryer,
Associate Client Portfolio Manager
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Absolute Return: The Long and Short of It
Financial markets have been highly volatile in recent months, reinforcing our view that disruption – geopolitical and economic – is the new normal. Against an unpredictable market backdrop, absolute return strategies play a crucial role in navigating uncertainty through genuine diversification and drawdown protection.
Join Ben Wallace and Luke Newman, Portfolio Managers on the Absolute Return Equities team, and Hugo Cryer, Associate Client Portfolio Manager, as we explore:
Why regime shift matters for absolute return strategies: how the return of rational pricing is creating fertile ground for differentiated long and short opportunitiesLong opportunities: identifying businesses where strong fundamentals are mispriced by the marketShort opportunities: exploiting deteriorating business models and the erosion of pricing powerDon’t miss out - register now ( https://email.ipe.com/c/AQju8Q8Q_62JARiDppPWASDu7ZAgKIOqsg-RBtC_vy1rukZoCxUaqbPsLtsoJD3l0y6b-sma55ArPg ) for insights on how absolute return strategies can serve as a stable anchor in an increasingly unstable world.
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Presenter
Ben Wallace
Portfolio Manager
Janus Henderson
Ben Wallace
Ben Wallace is a Portfolio Manager on the Absolute Return Equities Team at Janus Henderson Investors, a position he has held since joining Henderson in 2011 as part of the Gartmore acquisition. Prior to that, he was a senior investment manager at Gartmore. Before coming to Gartmore in 2002, he worked at Deutsche Asset Management, where he managed UK equity funds from 1997 to 2002.
Ben graduated with a BCom degree (Hons) from the University of Edinburgh. He has 29 years of financial industry experience.
Presenter
Luke Newman
Portfolio Manager
Janus Henderson
Luke Newman
Luke Newman is a Portfolio Manager on the Absolute Return Equities Team at Janus Henderson Investors, a position he has held since he joined Henderson in 2011 as part of the Gartmore acquisition. From 2009 to 2011, Luke worked at Gartmore as co-manager on a number of funds. Prior to this, he was a fund manager at Altima Partners LLP from 2008 and F&C Asset Management from 2005. He began his career in 2000 with Deutsche Asset Management running high performance retail and institutional mandates.
Luke graduated with a BSc degree (Hons) in economics and politics from the University of Warwick. He has 26 years of financial industry experience.
Presenter
Hugo Cryer, CFA
Associate Client Portfolio Manager
Janus Henderson
Hugo Cryer, CFA
Hugo Cryer is an Associate Client Portfolio Manager at Janus Henderson Investors, representing absolute return equity and European equity strategies, a position he has held since 2025. Hugo was a product specialist from 2022 covering absolute return equity and real estate equity strategies. He was a product analyst from 2019, supporting product specialists across various asset classes. Hugo joined Janus Henderson as a graduate trainee in 2017.
Hugo received a first-class BSc degree (Hons) in business management from Newcastle University. He holds the Chartered Financial Analyst designation, the Investment Management Certificate (IMC) and has 9 years of financial industry experience.
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About Janus Henderson
Janus Henderson’s mission is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service.
We are investors – that is what we do. But it is how we do it that sets us apart. We draw on more than 90 years’ experience of insight-led investing that allows our world-class teams to form independent perspectives.
Our global reach and expertise allow us to continuously innovate as we partner together with clients and bring our whole firm to deliver solutions, invest on behalf of millions of people, and fulfil our purpose of investing in a brighter future together
The views presented are as of the date published. They are for information purposes only and should not be used or construed as investment, legal or tax advice or as an offer to sell, a solicitation of an offer to buy, or a recommendation to buy, sell or hold any security, investment strategy or market sector. Past performance does not predict future returns.
Not all products or services are available in all jurisdictions. The contents of this material have not been approved or endorsed by any regulatory agency.
Issued by Janus Henderson Investors.
Janus Henderson® and any other trademarks used herein are trademarks of Janus Henderson Group plc or one of its subsidiaries. © Janus Henderson Group plc.
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