Global Smaller Companies

Global opportunities in smaller companies

The Global Smaller Companies Fund aims to deliver capital growth over the long term by investing in small companies listed globally.

40+

years of small cap investing

AU$15B+

in small cap AUM

3,900+

companies in the MSCI World Small Cap Index

As at 30 September 2025

Why invest


At Janus Henderson, we are investors – that is what we do. But it’s how we do it that sets us apart. Our focus on making a real difference for our clients motivates us to deliver better outcomes through differentiated insights, disciplined investments and world-class service.

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Stock selection

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Stock selection

The extensive small cap universe comprises thousands of companies worldwide, across industries and sectors. Our active screening approach combined with qualitative fundamental research helps to identify the most attractive stock opportunities in the largest and least efficient equity universe in the world.

scale

Balanced style and regional exposure

scale

Balanced style and regional exposure

This strategy combines a balanced investment style with broad regional exposure, designed to mitigate factor risk and enhance the potential for outperformance across varied market conditions.

globe

Global approach, localised team

globe

Global approach, localised team

Our experienced small cap equities team leverage our global presence, extensive research capabilities, and deep sector knowledge to identify promising small cap investments across various geographies and sectors.

Uncovering small-cap potential

Discover how Portfolio Manager Nick Sheridan and his global team harness local expertise and deep research to uncover high potential small-cap opportunities across US, Europe, Japan, and Asia.

Ready to invest?

Find out more about Global Smaller Companies.

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Meet the manager


We provide access to some of the industry’s most talented and innovative thinkers. Our highly-experienced Small Cap Investment team has a proven track record of managing global smaller company portfolios.

We believe that if a portfolio of good-quality, high-return smaller companies is created, at a time when their value is under appreciated by the market, over the longer term there is greater potential to outperform.

Nick Sheridan

Portfolio Manager

Insights


Global Perspectives: Navigating AI transformation and rate uncertainty

A discussion on equity and fixed income positioning during a period of AI-driven economic growth and Fed policy uncertainty.

Quick View: How did NVIDIA’s earnings call address AI bubble concerns?

NVIDIA assuages investor concerns around the AI bubble.

CEO Sessions: Innovation and valuation – why small caps are back in focus

Amid global uncertainty and shifting credit conditions, we explore how innovation, attractive valuations, and deep research make small caps a compelling choice.

 

  Your 
 Goals

Our
  Expertise