Doug Rao

Portfolio Manager
Doug Rao | Janus Henderson Investors

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 22 years of financial industry experience.

Articles Written

Why secular growth leadership will likely continue

Why secular growth leadership will likely continue

Portfolio Manager Doug Rao discusses the outperformance of secular growth companies and the themes that have allowed this leadership to become more entrenched during the COVID-19 pandemic.

US equities: Staying focused on long-term growth themes in 2020

US equities: Staying focused on long-term growth themes in 2020

US equities portfolio managers Doug Rao and Nick Schommer discuss why they believe it is important to balance near-term optimism for equities in 2020 with a focus on long-term themes.

The next phase of tech disruption
Mega Trends

The next phase of tech disruption

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.

US Equities: innovation and competitive advantages

US Equities: innovation and competitive advantages

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.

Electric vehicles: driving growth in semiconductors
Mega Trends

Electric vehicles: driving growth in semiconductors

Doug Rao, Co-portfolio Manager for the US Concentrated Growth Strategy, shares why he believes semiconductor content in autos could grow at a double-digit rate over the next decade.

Electric vehicles: driving growth in semiconductors
Mega Trends

Electric vehicles: driving growth in semiconductors

Doug Rao, Co-portfolio Manager for the US Concentrated Growth Strategy, shares why he believes semiconductor content in autos could grow at a double-digit rate over the next decade.