Please ensure Javascript is enabled for purposes of website accessibility Emerging Markets Innovation - Janus Henderson Investors - Sweden Institutional
For institutional investors in Sweden

Emerging Markets Innovation

An emerging markets equity strategy seeking growth opportunities across the three phases of innovation – building, scaling, and compounding.

Overview

About this strategy

We believe conditions are ripe for a material expansion in emerging market led innovation, driven by digitalized economies, large domestic populations, and a new era of policy support. We seek to generate strong investment returns by identifying emerging market companies that are driving this innovation. We expect these innovators to create exponential, step-change improvements that generate durable value for all stakeholders.

The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested. Past performance does not predict future returns.

Glossary

Investment approach

Our team

Experienced EM investors that have built extensive local market relationships and benefit from the broad resources of a global firm

Innovation threshold

Our three-lens approach that emphasizes the addressable market size, business models, and entrepreneurs to identify innovative growth opportunities

Intentional approach to growth

Disciplined risk management seeks to balance capital allocation across the three phases of innovation to create an unconstrained, open-ended growth portfolio

The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested.

This website is for financial promotion purposes and is not investment advice.

Portfolio Management

Daniel J. Graña, CFA

Portfolio Manager

Industry since 1995. Joined Firm in 2019.

Matthew Culley

Portfolio Manager | Research Analyst

Industry since 2008. Joined Firm in 2019.

Documents