Andy Acker, CFA
Andy Acker is a Portfolio Manager on the Health Care and Biotech Teams at Janus Henderson Investors. He is also the Health Care Sector Lead. Andy was an assistant portfolio manager from 2003 to 2007. He joined Janus in 1999 as a research analyst focused on companies in the biotechnology and pharmaceutical industries. Prior to this, he worked as a strategy consultant for the Boston Consulting Group and as a health care analyst for Morgan Stanley Venture Partners.
Andy received his bachelor of science degree in biochemical sciences from Harvard University, graduating magna cum laude and Phi Beta Kappa. He also earned an MBA with honours from Harvard Business School. Andy holds the Chartered Financial Analyst designation and has 28 years of financial industry experience.
Products Managed
Articles Written
Why healthcare stocks could catch a break this election year
The sector has historically underperformed in the lead-up to U.S. presidential elections, but that may not be the case in 2024.
Global Life Sciences – strategy update
Please watch an update on Global Life Sciences strategy from Andy Acker, Portfolio Manager on the Health Care and Biotech Teams, which took place on 22 February 2024.
Global Perspectives: Investing in the small- and midsize healthcare companies innovating for a graying world
How healthcare’s small- and mid-cap companies could benefit from one of today’s key macroeconomic growth drivers: aging populations.
Healthcare’s small- and mid-cap opportunities amid aging populations
With populations in some of the largest economies quickly graying, innovative small- and mid-cap healthcare companies could deliver new growth opportunities for investors.
Biotech stocks gain momentum from lower rates, innovation, and M&A
Several factors are coming together that could help push the biotech sector higher.
Research in Action: Healthcare’s setup for 2024 strengthens
With depressed valuations and accelerating innovation, we believe the sector offers an attractive combination for long-term investors.
Healthcare stocks: Positioned for a smoother ride in 2024?
Andy Acker and Dan Lyons share their outlook, saying a rapid pace of innovation and attractive valuations could propel the sector higher.
Medical devices, tools, and insurers make the case for a rebound
These healthcare subsectors offer an attractive combination of long-term growth drivers at below-average valuations.
Global Life Sciences – Q3 strategy update
Andy Acker, Portfolio Manager on the Health Care Team gives a quarterly update on the Global Life Sciences strategy, as well as shares his latest market perspectives and outlook.
Four questions: Why invest in healthcare now?
Hear how advances in drug development, patient outcomes, and other trends are impacting the investment outlook for healthcare.
I&I therapies hit new milestones for patients and investors
The stocks of inflammation and immunology (I&I) focused companies have outperformed in 2023 and could continue to deliver in the years ahead.
Navigating biotech’s “haves” and “have-nots”
Performance in the sector has split between companies with positive clinical data and those without.