Please ensure Javascript is enabled for purposes of website accessibility US Small Cap Growth - Janus Henderson Investors
For Institutional Investors in the US

US Small Cap Growth

Our in-depth fundamental research strategy seeks resilient small-cap companies using their competitive advantages to grow over a multi-year time frame

Overview

ABOUT THIS STRATEGY

We believe a research-driven investment process focused on identifying quality small-cap companies with differentiated business models and sustainable competitive advantages will drive outperformance against our benchmark and peers over time. We take a moderate approach, seeking to identify companies with large addressable markets that are poised for growth over a multi-year period.

INVESTMENT APPROACH

Unique Business Models
Seeks small-cap companies that are differentiated from competitors – differentiated business model, innovative approach or unique products or services – that are using their competitive advantages to grow over a multi-year time frame.

Deep, Specialized Team
In-depth fundamental research supported by a broad team of analysts and a team of small-mid specialists, identifies small-cap companies early in their life cycle.

Moderate Approach to Growth
Offers potential for capital appreciation through exposure to small and fastgrowing companies with a focus on resilient business models positioned to weather a variety of market environments.

PORTFOLIO MANAGEMENT

Jonathan Coleman, CFA

Portfolio Manager

Industry since 1994. Joined Firm in 1994.

Scott Stutzman, CFA

Portfolio Manager | Research Analyst

Industry since 2001. Joined Firm in 2007.

Aaron Schaechterle

Portfolio Manager | Research Analyst

Industry since 2006. Joined Firm in 2022.

Performance

RETURNS (%) (As of 06/30/2024)
Composite Gross Composite Net Russell 2000® Growth Index
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(01/01/1993)
Composite Gross 0.11 7.37 12.01 -0.81 7.74 9.67 10.76
Composite Net -0.10 6.92 11.07 -1.65 6.83 8.75 9.75
Russell 2000® Growth Index -2.92 4.44 9.14 -4.86 6.16 7.39 7.54
RETURNS (%) (As of 06/30/2024)
Composite Gross Composite Net Russell 2000® Growth Index
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(01/01/1993)
Composite Gross 0.11 7.37 12.01 -0.81 7.74 9.67 10.76
Composite Net -0.10 6.92 11.07 -1.65 6.83 8.75 9.75
Russell 2000® Growth Index -2.92 4.44 9.14 -4.86 6.16 7.39 7.54
Calendar Year Returns (%)
Composite Gross Composite Net Russell 2000® Growth Index
2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Composite Gross 17.02 -23.59 8.40 32.85 31.69 -5.75 25.25 7.93 0.06 11.42
Composite Net 16.04 -24.25 7.49 31.75 30.60 -6.55 24.21 7.02 -0.78 10.48
Russell 2000® Growth Index 18.66 -26.36 2.83 34.63 28.48 -9.31 22.17 11.32 -1.38 5.60

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