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 23 years of financial industry experience.
Jeremiah Buckley, Co-Manager of the Janus Henderson Balanced Fund, and Doug Rao, Co-Manager of the Janus Henderson US Forty Fund, discuss what the next phase of technological disruption may look like, and some of the potential investment implications.
In this video update, Doug Rao, US equities portfolio manager, discusses the factors that he believes will shape the macro environment in 2019 and provides insight into the sustainable competitive advantages that he looks for in a company.