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:

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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.

US Concentrated Growth

A differentiated view from the market that focuses on identifying sustainable, competitively advantaged companies that we believe will position our investments to outperform the index over time.
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Global Technology and Innovation Strategy

A portfolio that balances resilience with optionality, investing in growth companies driving or benefiting from advances in technology.
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Global Life Sciences Strategy

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

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.

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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.

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