Janus Henderson provides an active approach to equity investing. The Equities platform is shaped by the belief that fundamental research is the foundation for delivering alpha.
Independent thought and unique viewpoints are central to this approach and result in portfolios that are meaningfully different to an index. Each team expresses their individual, high-conviction ideas through processes that have evolved to suit their specific areas of the market and within robust risk control frameworks.
The equity teams include those with a global perspective, those with a regional focus – US, Europe, Asia Pacific and Emerging Markets – and those invested in specialist sectors. A range of growth, value and absolute return styles are employed.
Portfolio managers Guy Barnard and Greg Kuhl discuss REITs’ performance to-date, stagflation concerns, and the impact of rising costs on the sector.
Navigating risks that have emerged in US small-cap growth stocks.
Portfolio manager Alison Porter discusses the concept of the metaverse, its evolution and revolution and the significance for investors.