ABOUT THIS STRATEGY

The strategy engages in fundamental analysis to identify high-quality companies with impressive management teams, low leverage and a consistent, sustainable record of growth. The strategy’s investment objective is to achieve long-term capital appreciation by investing in small- and medium-capitalization stocks. We believe investing in proven, high-quality companies can lead to competitive returns with below-average risk over the market cycle. The strategy utilizes a “bottom-up” fundamental analysis supplemented by a “top-down” consideration of economic conditions.

INVESTMENT APPROACH

Concentrated, High-Conviction Portfolio With Long-Term Growth Focus
The investment team utilizes a multifaceted approach that includes a bottom-up qualitative and quantitative assessment, supported by our top-down economic and investment outlook.

Experienced Team With Time-Tested Investment Philosophy
Rather than operating as a star system in which one portfolio manager has final say, the team operates by consensus with all investment decisions being discussed as a team, while final decision-making responsibilities lie with the portfolio managers.

Durability of Concept
Will not capitulate to transient market themes.

Knowledge. Shared

primary-wireframe_JH_Dandelion_Shaded_Wire_Layered_660x440_transparent

At Janus Henderson, we believe in the sharing of expert insight for better investment and business decisions.

We call this ethos Knowledge. Shared.