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.

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.

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.

PORTFOLIO MANAGEMENT

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
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

Documents

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