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.

Featured Insight

Equity Perspectives

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

Knowledge. Shared

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At Janus Henderson, we believe in the sharing of expert insight for better investment and business decisions.

We call this ethos Knowledge. Shared.

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.

Performance

RETURNS (%) (As of 06/30/2020)
Composite Gross Composite Net Russell 2000® Growth Index
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(01/01/1993)
Composite Gross 29.94 -3.37 1.48 9.70 8.60 15.20 10.97
Composite Net 29.69 -3.79 0.62 8.78 7.68 14.24 9.94
Russell 2000® Growth Index 30.58 -3.06 3.48 7.86 6.86 12.92 7.64
RETURNS (%) (As of 08/31/2020)
Composite Gross Composite Net Russell 2000® Growth Index
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(01/01/1993)
Composite Gross 13.27 6.55 15.41 12.78 12.36 16.53 11.29
Composite Net 13.04 5.95 14.44 11.83 11.42 15.56 10.26
Russell 2000® Growth Index 13.71 6.15 17.28 10.90 10.45 14.08 7.94

Documents

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