James Henderson, a fund manager who invests £1.1 bn ($1.8 bn) at Henderson Global Investors, is a bull who has placed his biggest bet on industrials. In the oil and gas sector, he has backed BP, which he believes did what it could to communicate with investors during and after the spill in the Gulf of Mexico.
A shareholder who put £100 into Henderson’s Lowland Investment Trust 10 years ago and reinvested the dividends would have £233 now, compared with £180 from the average fund in the UK growth and income sector, according to the Association of Investment Companies. Investor relations executives are likely to care about Henderson’s <a href="http://www.ir-impact.com/articles/17275/company-cash-piles-come-under-scrutiny/" target=
