An Uncompromising Approach
Equity markets may shift. Our focus never does.
Don’t abandon equities due to risk concerns. Stay focused and invest in strategies that can turn risks into opportunities.
At Janus Henderson, we recognize two distinct types of risk:
- Economic risk: Rising interest rates, inflation, geopolitical events, and supply chain disruptions have resulted in dramatic moves in stocks.
- Market risk: Dangers exist at both edges of the equity style box – in deep value there are many flawed business models that are unlikely to recover and in expensive growth there are extended valuations caused by unrealistic growth expectations.
Our broad array of equity strategies are designed to minimize the risk associated with the edges of the equity style box and capitalize on market dislocations caused by strained economic conditions.
Featured strategies
Why now
Morningstar category
- Moderate positioning
- Avoids momentum stocks
- Strict valuation discipline
Mid-Cap Growth
- Ability to invest across market caps
- Uncorrelated to market indices
- Seeks to use volatility in stock prices
Mid-Cap Blend
- Emphasizes durable-growth companies
- Moderate positioning
- Strong valuation discipline
Small Growth
- Active and dynamic asset allocation
- Broad tool kit to navigate markets
- Diversification across stocks and bonds
Large Growth
- Strong valuation discipline
- Emphasizes durable-growth companies
- Moderate positioning
Small Growth
- Diversification across growth rates
- Emphasizes durable-growth companies
- Seeks to use volatility in stock prices
Large Growth
- No persistent style biases
- Less exposure to aggressive-growth industries
- More reasonable starting valuations
Past performance is no guarantee of future results.
Janus Henderson Equity Platform
Our global equity teams exercise independent thought with high conviction, resulting in portfolios that are meaningfully unique to each index – all within robust risk control frameworks.
US$171.3bn
Equity assets under management
159
Equity investment
professionals
19
Average years’
experience
As at 31 December 2022
|
US$171.3bn |
159 |
19 |
As at 31 December 2022
Insights
Contact us to learn more
As of 12/31/22, Enterprise Fund Class I Shares Morningstar Ratings™ in the Mid-Cap Growth category: 4 stars out of 534 funds, 5 stars out of 499 funds, 5 stars out of 389 funds and 5 stars out of 534 funds, for the 3-, 5-, 10-year and Overall periods, respectively.
As of 12/31/22, Contrarian Fund Class I Shares Morningstar Ratings™ in the Mid-Cap Blend category: 3 stars out of 370 funds, 5 stars out of 342 funds, 3 stars out of 219 funds and 4 stars out of 370 funds, for the 3-, 5-, 10-year and Overall periods, respectively.
As of 12/31/22, Venture Fund Class I Shares Morningstar Ratings™ in the Small Growth category: 3 stars out of 576 funds, 3 stars out of 530 funds, 4 stars out of 399 funds and 4 stars out of 576 funds, for the 3-, 5-, 10-year and Overall periods, respectively.
As of 12/31/22, Balanced Fund Class I Shares Morningstar Ratings™ in the Large Growth category: 4 stars out of 697 funds, 5 stars out of 657 funds, 5 stars out of 492 funds and 5 stars out of 697 funds, for the 3-, 5-, 10-year and Overall periods, respectively.
As of 12/31/22, Triton Fund Class I Shares Morningstar Ratings™ in the Small Growth category: 3 stars out of 576 funds, 3 stars out of 530 funds, 4 stars out of 399 funds and 4 stars out of 576 funds, for the 3-, 5-, 10-year and Overall periods, respectively.
As of 12/31/22, Forty Fund Class I Shares Morningstar Ratings™ in the Large Growth category: 3 stars out of 1131 funds, 3 stars out of 1054 funds, 4 stars out of 793 funds and 4 stars out of 1131 funds, for the 3-, 5-, 10-year and Overall periods, respectively.
As of 12/31/22, Overseas Fund Class I Shares Morningstar Ratings™ in the Foreign Large Blend category: 5 stars out of 704 funds, 5 stars out of 611 funds, 1 star out of 422 funds and 3 stars out of 704 funds, for the 3-, 5-, 10-year and Overall periods, respectively.