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.

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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.

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The New Digital Economy

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

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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.

JFRDX

Forty Fund

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.
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JATIX

Global Technology Fund

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

Global Life Sciences Fund

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

Growth and Income Fund

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

Balanced Fund

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.
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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.

Artificial Intelligence Borrowing from the Software as a Service Playbook

Portfolio Manager Denny Fish explains why the industry- and function-specific nature of AI applications is conducive for multiple specialized AI developers to thrive.

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Health Care Reform that Could Lower Costs

Amid a raft of costly proposals to overhaul U.S. health care, companies are hustling to find efficiencies and improve patient outcomes.

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The Next Phase of Tech Disruption

Portfolio Managers Doug Rao and Jeremiah Buckley discuss what the next phase of technology disruption may look like and the investment implications going forward.

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