06/09/2010
Craig Heron (Henderson) plans to increase exposure to US
The head of multi-management at Henderson, Craig Heron, has told Investment Week that the team dedicated to funds of funds is planning to increase its exposure to US equities toward the end of the year. “Very high-quality shares underperformed last year during the speculative rally everywhere in the world, and these shares are continuing to underperform this year, particularly in the United States,” says Heron, adding that many of these businesses have healthy balance sheets and pay good dividends, meaning that the shares seem to be good value.
