Equity

We are bottom-up, fundamental investors; as such, we invest with conviction where we believe we have differentiated views and insights. We are mindful of risk; therefore, we are constantly asking: are we being compensated for bearing risk? We accomplish this in one of two ways: by uncovering different or better information, or by interpreting information differently. We then marry the differentiated, fundamental research process with a disciplined approach to valuation in an effort to uncover the most promising investment opportunities.

Equity Perspectives

Insight from our equity teams to help clients navigate the markets and opportunities ahead.

LATEST INSIGHTS

European equities: will value prove victorious in 2021?

Nick Sheridan, European equities portfolio manager, explains why 2021 could be the year for value as economies recover from the coronavirus pandemic.

China: what can investors expect in the year of the metal ox?

China equities manager May Ling Wee highlights the key opportunities and risks facing the asset class in 2021.

Lithium and the clean energy revolution

Darko Kuzmanovic, Portfolio Manager in the Janus Henderson Global Natural Resources team, discusses the impact of the clean energy transition on the outlook for lithium.