For Institutional Investors in the US

Balanced

For 30 years, this dynamic allocation strategy has delivered our equity and fixed income expertise in a one-stop core solution.

Overview

ABOUT THIS STRATEGY

We believe fundamental security selection combined with dynamic asset allocation will generate outperformance against peers over time. An integrated global research structure enables our equity and fixed income teams to work together, creating a diversified multi-asset, core holding portfolio designed to navigate various market environments.

INVESTMENT APPROACH

Fundamental and Dynamic
Through bottom-up security selection and dynamic asset allocation, the portfolio managers are able to apply careful examination of individual security valuations alongside their views of overall market risk to make tactical allocation decisions.

Integrated Research
Janus Henderson equity and fixed income analysts work side by side, facilitating deeper analysis of a company’s fundamental outlook and understanding of management’s true intentions.

Seeks Consistent ResultsThe end result is a multi-asset, core holding portfolio offering the potential for long-term capital appreciation with the flexibility to navigate uncertain and volatile markets.

PORTFOLIO MANAGEMENT

Jeremiah Buckley, CFA

Portfolio Manager

Industry since 1998. Joined Firm in 1998.

Greg Wilensky, CFA

Head of U.S. Fixed Income | Portfolio Manager

Industry since 1993. Joined Firm in 2020.

Michael Keough

Portfolio Manager

Industry since 2006. Joined Firm in 2007.

Performance

RETURNS (%) (As of 12/31/2022)
Composite Gross Composite Net Balanced Index
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(01/01/1988)
Composite Gross 5.69 -15.99 -15.99 4.45 7.31 9.08 11.91
Composite Net 5.54 -16.46 -16.46 3.88 6.73 8.51 11.11
Balanced Index 5.11 -15.52 -15.52 3.32 5.49 7.51 8.48
RETURNS (%) (As of 12/31/2022)
Composite Gross Composite Net Balanced Index
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(01/01/1988)
Composite Gross 5.69 -15.99 -15.99 4.45 7.31 9.08 11.91
Composite Net 5.54 -16.46 -16.46 3.88 6.73 8.51 11.11
Balanced Index 5.11 -15.52 -15.52 3.32 5.49 7.51 8.48

Documents