EQUITIES

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.

CAPABILITIES

European Equities

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.

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Global Equities

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.

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Value Equities

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.

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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.

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Specialty Equities

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

High stock valuations demand a focus on quality in 2020

January 6, 2020

Late in the market cycle, Greg Kolb, Chief Investment Officer for Perkins Investment Management (a subsidiary of Janus Henderson), shares why he thinks investors would do well to focus on high-quality value or cyclical stocks, particularly outside the US.

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E-commerce continues to disrupt retail real estate

November 28, 2019

As physical retail spaces like shopping malls lose relevance, they are often replaced by warehouses and distribution centres that support the growing e-commerce model. Janus Henderson’s Global Property Equities Team believes this trend is causing disruption – and creating opportunities – within the real estate sector.

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Market GPS Investment Outlook 2020

November 26, 2019

What are the most pressing issues facing investors globally and how will they evolve in the year ahead? Our asset class heads provide their views on the investment themes to watch in 2020.

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In-depth feature

Test tubes | Navigating the drug pricing debate | Janus henderson Investors

Navigating the drug pricing debate

August 3, 2018 | Comments Off on Navigating the drug pricing debate

When the Trump administration introduced a ‘blueprint’ to lower drug prices in May, the pharmaceutical industry breathed a sigh of relief. Andy Acker and Ethan Lovell, Portfolio Managers of the Global Life Sciences strategy, discuss.

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