Stay on the Right Side of Disruption

Disruption is rippling through the global economy at a rapid pace. Such dramatic change is being felt across industries and geographies, and potentially shaping the long-term performance of investors’ portfolios. At Janus Henderson, we use fundamental analysis in an effort to identify new investment opportunities and stay on the right side of disruption.

Three Major Trends Behind Disruption

We believe three megatrends are helping transform the global economy and creating new investment opportunities:

A Technological Revolution

Cloud computing, mobility, the Internet of Things and artificial intelligence are some of the powerful and investable trends reshaping the global economy.

Read more

A New Era for Health Care

A growing understanding of the human genome and robust computing power are helping transform the health care sector unlike ever before.

Read more

The New Digital Economy

Disruption is rewriting the rules of the global economy, with many players scrambling to catch up.

Read more

Harness the Power of Disruption in Your Portfolio

By focusing on companies and industries that stand to benefit from disruptive forces, we think it’s possible to harness the innovation that is transforming the global economy.


Forty Fund

Overall Morningstar Rating™ out of 1128 Large Growth Funds, based on risk-adjusted returns. As of 08/31/2021.

Employs fundamental research to invest with conviction in large-cap companies driving innovation as well as compounding-growth companies we believe are insulated from disruption.
Learn More


Global Technology and InnovationFund

Overall Morningstar Rating™ out of 212 Technology Funds, based on risk-adjusted returns. As of 08/31/2021.

A portfolio that balances resilience with optionality, investing in growth companies driving or benefiting from advances in technology.
Learn More


Global Life Sciences Fund

Overall Morningstar Rating™ out of 138 Health Funds, based on risk-adjusted returns. As of 08/31/2021.

Seeks to capitalize on companies developing innovative therapies addressing unmet medical needs or companies making health care more efficient.
Learn More


Growth and Income Fund

Overall Morningstar Rating™ out of 1254 Large Blend Funds, based on risk-adjusted returns. As of 08/31/2021.

Seeks resilient, well-established companies with a history of dividend growth to cushion against market uncertainty.
Learn More


Balanced Fund

Overall Morningstar Rating™ out of 653 Allocation-50% to 70% Equity Funds, based on risk-adjusted returns. As of 08/31/2021.

Combines our equity and fixed income expertise in a core solution, focusing on companies we believe are innovative as well as firms we think can withstand disruption.
Learn More

An Investment Approach Driven by Bold Thinking

We believe in confronting uncertainty head-on – not merely reacting to change but finding opportunity in it. Hear from our investment professionals on how they apply this approach in their fundamental research, part of an ethos we call
Knowledge. Shared.

Biopharma’s Targeted Approach to Growth

A new drug targeting a common mutation found in tumors represents a breakthrough in cancer therapy and a potential new source of growth for biopharma.

Read more

Global Perspectives: The Outlook for Tech through the Economic Reopening

How different segments of the tech sector will likely be impacted through each phase of the global economic reopening and recovery.

Read more