For Institutional Investors in the US


For 25+ years, this dynamic allocation strategy has delivered our equity and fixed income expertise in a one-stop core solution


Quarterly Update

Watch the investment team recap the historic first quarter.


We believe a dynamic approach to asset allocation that leverages our bottom-up, fundamental equity and fixed income research will allow us to outperform our peers over time. Our integrated equity and fixed income research team seeks an optimal balance of asset class opportunities across market cycles.


Dynamic Asset Allocation
The portfolio managers make allocation decisions based on their view of overall market risk and careful examination of individual security valuations across equity and fixed income markets.

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.


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.


RETURNS (%) (As of 09/30/2021)
Composite Gross Composite Net Balanced Index
3M YTD 1YR 3YR 5YR 10YR Since Inception
Composite Gross 0.52 9.45 17.43 13.05 14.06 12.50 12.71
Composite Net 0.38 9.00 16.79 12.44 13.44 11.92 11.90
Balanced Index 0.38 7.83 15.35 11.58 10.74 10.56 9.17
RETURNS (%) (As of 10/31/2021)
Composite Gross Composite Net Balanced Index
3M YTD 1YR 3YR 5YR 10YR Since Inception
Composite Gross 2.73 14.72 25.92 16.41 15.32 12.16 12.84
Composite Net 2.59 14.21 25.24 15.78 14.70 11.58 12.02
Balanced Index 2.38 11.98 21.81 14.58 11.88 10.33 9.23