Doug Rao
Doug Rao is a Portfolio Manager at Janus Henderson Investors, a position he has held since 2013. From 2005 to 2012, he held several positions while working for Marsico Capital, starting as an analyst and moving into a portfolio management role. He began managing the Marsico Flexible Capital strategy in 2007 and co-managing the Marsico Focus and the Marsico Growth strategies in 2010. Prior to his tenure at Marsico Capital, Doug was a senior analyst at Trust Company of the West from 2000 to 2005.
Doug received his bachelor of arts degree in history from the University of Virginia and his MBA from the University of California – Los Angeles. He has 25 years of financial industry experience.
Products Managed
Articles Written
US growth equities: Focusing on market-share gainers
Doug Rao explains how the diminishing pricing power of companies should center the spotlight on those gaining market share.
A different stage for the next era of growth
Individual company growth prospects will be crucial amid long-term inflationary pressures.
Evaluating US growth equities in a market that remains murky
In his 2023 investment outlook, Doug Rao discusses pursuing durable US growth in a market that remains in flux.
Maintaining focus in challenging markets
In this interview, Doug Rao, US equities portfolio manager, discusses the key themes that investors should be aware of in a changing market environment.
The market’s tug-of-war
Portfolio Manager Doug Rao explains why stock valuations and interest rates are engaged in an ongoing tug-of-war as investors evaluate the potential breadth and depth of the economic recovery.
What is next for US large cap growth equities?
Portfolio Manager Doug Rao explains the current dynamic in large cap growth equities and evaluates the outlook moving forward.