Doug Rao is a Portfolio Manager at Janus Henderson Investors responsible for co-managing the Concentrated Growth and Concentrated All Cap Growth strategies 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.
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.
What is the market missing in growth equities?
Growth investing in light of this year’s market volatility.
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.
Revisiting U.S. Growth in a Challenging Environment
The outlook for growth equities as market dynamics shift.
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.