Please ensure Javascript is enabled for purposes of website accessibility Global Technology Leaders - Janus Henderson Investors
For institutional investors in Asia

Global Technology Leaders

A global approach to investing in technology companies from a highly experienced team

Overview

Quarterly Update

Watch the investment team recap this quarter.

(Note: As at April 2024).

ABOUT THIS STRATEGY

Our approach to navigating the technology hype cycle allows us to identify unappreciated earnings growth potential, which in our experience is the single largest driver of technology stock returns. The investment approach combines bottom-up fundamental research with a thematic overlay, seeking to identify future technology leaders and powerful secular growth themes, while applying ESG insights and a valuation discipline. We believe this can provide investors with the potential for strong, consistent and less volatile investment returns from this dynamic sector over time.

The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested. Past performance does not predict future returns.

Glossary

Key differentiators

Dedicated team of sector specialists

As one of the largest specialist technology fund managers* based in Europe, our team are experienced in navigating the technology hype cycle.

Differentiated approach to valuation discipline

Dedicated to identifying companies with earnings and cash flow growth above what the market is anticipating.

Focused bottom-up research, with a thematic overlay

Thorough fundamental stock analysis, combined with a thematic overlay is key to identifying attractive markets, better placed stocks, and evaluate market sentiment when making investment decisions.

*Based on AUM

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PORTFOLIO MANAGEMENT

Graeme Clark

Portfolio Manager

Industry since 1994. Joined Firm in 2013.

Alison Porter

Portfolio Manager

Industry since 1995. Joined Firm in 2014.

Richard Clode, CFA

Portfolio Manager

Industry since 2003. Joined Firm in 2014.

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