An Uncompromising Approach

Equity markets may shift. Our focus never does.

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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.

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Featured strategies

Why now
Morningstar category
JMGRX

Moderate, mid-cap growth

  • Moderate positioning
  • Avoids momentum stocks
  • Strict valuation discipline

Mid-Cap Growth

Overall Morningstar Rating™ out of 534 Mid-Cap Growth Funds, based on risk-adjusted returns. As of 12/31/2022.
JCONX

All-cap, style-agnostic equity diversifier

  • Ability to invest across market caps
  • Uncorrelated to market indices
  • Seeks to use volatility in stock prices

Mid-Cap Blend

Overall Morningstar Rating™ out of 370 Mid-Cap Blend Funds, based on risk-adjusted returns. As of 12/31/2022.
JVTIX

Moderate, small-cap growth

  • Emphasizes durable-growth companies
  • Moderate positioning
  • Strong valuation discipline

Small Growth

Overall Morningstar Rating™ out of 576 Small Growth Funds, based on risk-adjusted returns. As of 12/31/2022.
JBALX

One-stop asset allocation

  • Active and dynamic asset allocation
  • Broad tool kit to navigate markets
  • Diversification across stocks and bonds

Large Growth

Overall Morningstar Rating™ out of 697 Large Growth Funds, based on risk-adjusted returns. As of 12/31/2022.
JSMGX

Moderate, small/mid-cap growth

  • Strong valuation discipline
  • Emphasizes durable-growth companies
  • Moderate positioning

Small Growth

Overall Morningstar Rating™ out of 576 Small Growth Funds, based on risk-adjusted returns. As of 12/31/2022.
JCAPX

High-conviction, large-cap growth

  • Diversification across growth rates
  • Emphasizes durable-growth companies
  • Seeks to use volatility in stock prices

Large Growth

Overall Morningstar Rating™ out of 1131 Large Growth Funds, based on risk-adjusted returns. As of 12/31/2022.
JIGFX

Foreign, large blend, style agnostic

  • No persistent style biases
  • Less exposure to aggressive-growth industries
  • More reasonable starting valuations

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.

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US$161.8bn

Equity assets under management

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166

Equity investment
professionals with average of 19
years' experience

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90%

Equity fund AUM in the
top two Morningstar
Quartiles (10 year)

As of 30 September 2022

Insights

A new day for small- and mid-cap stocks?

Why small- and mid-cap U.S. stocks could be due for a comeback.

Why US equities now?

Can U.S. equities still play an important role in a balanced portfolio, given inflationary pressures and the uncertain economic outlook?

When “anchoring” creates market dislocations

Behavioral finance can help explain some of today’s market volatility – and point the way to potential investment opportunities.

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.