US Opportunistic Growth

Leveraging our proprietary research, this U.S. large-cap strategy seeks compelling investment opportunities with flexibility to add in smaller-cap ranges.

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Overview

ABOUT THIS STRATEGY

We seek to identify compelling investment opportunities across the market capitalization spectrum. We leverage proprietary research to invest with conviction in businesses that we believe are attractive growth opportunities and generate high returns on capital. Using these criteria, we construct a portfolio that we believe represents the best risk/reward opportunities identified by the Janus Henderson research team.

INVESTMENT APPROACH

High-Conviction Portfolio
Research-driven process with a high-conviction approach to investing.

Unconstrained Approach
The portfolio invests in U.S. large caps with the flexibility to pursue opportunities in smaller-cap ranges.

Long-Term Growth Potential
This portfolio seeks companies that can successfully combine revenue growth with improving returns on capital.

Featured Insight

Equity Perspectives

Quarterly insight from our Equity team to help clients navigate the markets and opportunities ahead.

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Featured Insight

Invest in the Power of Disruption

Disruption is rippling through the global economy, and the pace of change is accelerating. Change and innovation are always present, but read more to learn why today is different.

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PORTFOLIO MANAGEMENT

Marc Pinto, CFA

Marc Pinto, CFA

Portfolio Manager

Industry since 1983. Joined Firm in 1994.

Performance

RETURNS (%) (As of 06/30/2020)
Composite Gross Composite Net Russell 1000® Growth Index
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(01/01/1991)
Composite Gross 26.81 6.99 22.72 19.63 14.82 17.76 15.94
Composite Net 26.63 6.67 22.00 18.92 14.14 17.06 14.90
Russell 1000® Growth Index 27.84 9.81 23.28 18.99 15.89 17.23 10.54
Past performance cannot guarantee future results. Investing involves risk, including the possible loss of principal and fluctuation of value. Returns greater than one year are annualized. Returns are expressed in U.S. dollars. Composite returns are net of transaction costs and gross of non-reclaimable withholding taxes (if any and unless otherwise noted), and reflect the reinvestment of dividends and other earnings.
The gross performance results presented do not reflect the deduction of investment advisory fees. Returns will be reduced by such advisory fees and other expenses as described in the individual contract and, where applicable, Form ADV Part 2A.
Net performance results do not reflect the deduction of investment advisory fees actually charged to the accounts in the composite but do reflect the deduction of model investment advisory fees based on the maximum fee rate in effect for the respective time period, adjusted for performance-based fees where applicable. Actual advisory fees may vary among clients invested in the strategy and may be higher or lower than model fees. Returns for each client will be reduced by such fees and expenses as described in the individual contract and, where applicable, in Form ADV Part 2A.
For a complete list of holdings as of the most recently available disclosure period, contact us.
RETURNS (%) (As of 08/31/2020)
Composite Gross Composite Net Russell 1000® Growth Index
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(01/01/1991)
Composite Gross 18.82 22.45 38.36 23.47 18.48 19.08 16.37
Composite Net 18.65 21.97 37.56 22.74 17.78 18.37 15.33
Russell 1000® Growth Index 23.98 30.47 44.34 24.18 20.66 19.02 11.12
Past performance cannot guarantee future results. Investing involves risk, including the possible loss of principal and fluctuation of value. Returns greater than one year are annualized. Returns are expressed in U.S. dollars. Composite returns are net of transaction costs and gross of non-reclaimable withholding taxes (if any and unless otherwise noted), and reflect the reinvestment of dividends and other earnings.
The gross performance results presented do not reflect the deduction of investment advisory fees. Returns will be reduced by such advisory fees and other expenses as described in the individual contract and, where applicable, Form ADV Part 2A.
Net performance results do not reflect the deduction of investment advisory fees actually charged to the accounts in the composite but do reflect the deduction of model investment advisory fees based on the maximum fee rate in effect for the respective time period, adjusted for performance-based fees where applicable. Actual advisory fees may vary among clients invested in the strategy and may be higher or lower than model fees. Returns for each client will be reduced by such fees and expenses as described in the individual contract and, where applicable, in Form ADV Part 2A.
For a complete list of holdings as of the most recently available disclosure period, contact us.

Documents

Related Insights

Our intellectual capital is readily available and central to our Knowledge Shared approach"
Related Insights
Accelerating and emerging trends within U.S. equities
June 2020
Global Perspectives

Accelerating and emerging trends within U.S. equities

Portfolio Managers Marc Pinto and Jeremiah Buckley discuss accelerating and emerging secular themes amid the COVID-19 crisis and which companies stand to benefit.

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Staying Active Through Uncertainty
March 24, 2020
Quick Views Coronavirus Volatility

Staying Active Through Uncertainty

The importance of staying active to navigate the downturn and position for an eventual recovery.

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Election Insights: Stocks Tracking Primary Outcomes
January 30, 2020
Quick Views Growth Equities Volatility

Election Insights: Stocks Tracking Primary Outcomes

Portfolio Manager Marc Pinto weighs in on how equity markets are reacting to the latest developments in the U.S. presidential election.

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