Please ensure Javascript is enabled for purposes of website accessibility US Research Growth Equity Managed Account - Janus Henderson Investors - US Advisor
For Financial Professionals in the US

US Research Growth Equity Managed Account

We seek to generate consistent, risk-adjusted returns through stock-specific insights

Overview

About this Portfolio

A fundamental, large cap growth equity portfolio, driven by world-class sector research teams. Our portfolio construction process is designed to turn investment insights into alpha while minimizing unintended risks, with the aim of delivering consistent excess returns for investors.

Why Invest

Analyst driven
Working within world-class sector teams, domain experts build sector portfolios stock by stock

Sector neutral
Strategy managed to benchmark sector weightings to prioritize fundamental research insights

Engineered for alpha
Portfolio constructed to emphasize stock selection and minimize unintended systemic risks

Portfolio Management

Joshua Cummings, CFA

Portfolio Manager | Research Analyst

Industry since 1996. Joined Firm in 2016.

John Jordan

Portfolio Manager | Research Analyst

Industry since 1997. Joined Firm in 2008.

Performance

RETURNS (%) (As of 12/31/2025)
Composite Pure Gross Composite Net Russell 1000® Growth Index
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(07/31/2025)
Composite Pure Gross 0.85 18.94 18.94 32.52 14.75 16.53 13.27
Composite Net 0.11 15.51 15.51 28.74 11.43 13.17 10.00
Russell 1000® Growth Index 1.12 18.56 18.56 31.14 15.32 18.12 13.52
RETURNS (%) (As of 02/28/2026)
Composite Pure Gross Composite Net Russell 1000® Growth Index
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(07/31/2025)
Composite Pure Gross -5.93 -4.99 14.06 27.52 13.71 16.86 12.84
Composite Net -6.64 -5.47 10.76 23.87 10.42 13.49 9.57
Russell 1000® Growth Index -5.41 -4.82 14.78 26.11 14.37 18.23 13.09
Calendar Year Returns (%)
Composite Pure Gross Composite Net Russell 1000® Growth Index
2025 2024 2023 2022 2021 2020 2019 2018 2017 2016
Composite Pure Gross 18.94 35.93 43.99 -29.48 21.18 33.65 36.30 -2.09 27.12 2.41
Composite Net 15.51 32.05 39.90 -31.60 17.70 29.83 32.42 -4.95 23.49 -0.58
Russell 1000® Growth Index 18.56 33.36 42.68 -29.14 27.60 38.49 36.39 -1.51 30.21 7.08

Returns-Based Statistics (As of 02/28/2026)

RISK / REWARD
VS. Russell 1000 Growth TR
3YR 5YR
Information Ratio 0.47 -0.21
Alpha 1.05 -0.51
Tracking Error 2.40 2.70
Beta 1.01 1.00
R-squared (%) 97.34 97.81
UP/DOWN MARKET CAPTURE (%)
Russell 1000 Growth TR
3YR 5YR
Up Capture Ratio 102.84 97.01
Down Capture Ratio 97.35 99.23
STANDARD DEVIATION 3YR 5YR
US Research Growth Equity Managed Account 15.18 18.71
Russell 1000 Growth TR 14.87 18.54
SHARPE RATIO 3YR 5YR
US Research Growth Equity Managed Account 1.42 0.53
Russell 1000 Growth TR 1.36 0.57

Portfolio

Index represents the Russell 1000® Growth Index

No Top Holdings found at this time

Portfolio Characteristics (As of )
  REP ACCOUNT INDEX
Number of Holdings
Equity Issues
-
Market Capitalization
Weighted Average
- -
Portfolio Turnover Rate
(1-year trailing)
- -
Price/Earnings Ratio
(1-year forward)
- -
Price/Book Ratio
- -
Earnings Growth Rate
(1-year forward)
- -

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