WHY CHOOSE US
Our equity division is organised as a series of expert teams specialising in different sectors, regions, and styles.
We offer a wide range of equity strategies encompassing different geographic focuses and investment styles. The equity teams include those with a global perspective, those with a regional focus – US, Europe, Asia and Australia – and those invested in specialist sectors. These teams generally apply processes based on fundamental research and bottom-up stock picking.
We have a comprehensive and diverse range of offerings in the European equities arena, from small- to all-cap, Pan European, euro-area and Europe ex UK, as well as specialist (long/short) absolute return, designed with the aim of matching differing investors’ needs.
The Global Equities Team believes investors should avoid trying to predict economic cycles or market sentiment and focus on long-term secular and more predictable trends that offer attractive end markets for companies to grow into.
Since 1980, Perkins Investment Management (a subsidiary of Janus Henderson Investors) has approached value investing from a unique perspective, conducting rigorous downside analysis on every potential investment prior to determining upside potential.
Asia Pacific Equities
Janus Henderson has strong capabilities across Asia Pacific equities offering a diverse range of strategies to capture both growth and income opportunities in this exciting region. The portfolio managers of each strategy are able to leverage intelligence from the wealth of experienced and successful investment professionals across our Singapore, London and Denver offices.
Our specialty equities solutions encompass an array of specialist areas; such as technology; life sciences and sustainable and responsible investing strategies. These are designed with the aim of meeting differing investors needs.
LATEST FIXED INCOME INSIGHTS
Portfolio Manager Kevin Preloger discusses the implications for value investing in a market receiving mixed signals.
After a sustained period of growth stock leadership, the market saw a rotation into value in September, which may be a harbinger of broader leadership change
There may be bargains in the financial, energy and consumer discretionary sectors but there are also specific concerns
Whether there will be a longer-term pendulum swing to value remains to be seen. Regardless, we believe it is important to be selective as some value opportunities appear higher quality than othersRead More