• How to assess Henderson post-Brexit

    Scott Shuttleworth
    August 9, 2016

    Before Brexit, Henderson Group PLC (ASX: HGG) was a core holding for many Australian investors seeking international exposure. Since then, its share price has plunged about 20 per cent. HGG has just reported its 1H16 result, and we still like the business, but there are some provisos.  Continue…

    by Scott Shuttleworth Posted in Financial Services, Stocks We Like.
  • Brexit Aftermath

    Tim Kelley
    July 7, 2016

    In a previous post, I outlined our thinking in respect of positioning the portfolio ahead of Brexit, particularly in regards to Henderson Group (ASX: HGG), which is the most direct exposure we have to the UK. Continue…

    by Tim Kelley Posted in Companies, Global markets.