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
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.