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

US SMID Cap Growth

Our in-depth fundamental research strategy seeks differentiated small-cap companies with the potential to quickly grow into mid-size companies

Overview

ABOUT THIS STRATEGY

We believe a fundamentally driven investment process, focused on identifying smaller-cap companies with differentiated business models and sustainable competitive advantages, will drive outperformance relative to our benchmark and peers over time. Identifying small-cap companies with the potential to grow into the midcap space allows us the flexibility to hold our positions and capture a longer growth period in a company’s life cycle.

INVESTMENT APPROACH

Unique Business Models
Seeks small-cap companies that stand out from competitors – through differentiated business models, innovative approaches 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 analysts and small-mid-cap specialists who look for small-cap companies early in their life cycle that have the potential to grow into mid-size companies.

Moderate Approach to Growth
The portfolio offers the potential for capital appreciation through exposure to small companies having the potential to quickly grow into mid-size 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 03/31/2025)
Composite Net Composite Gross Russell 2500TM Growth Index
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(03/01/2005)
Composite Net -6.86 -6.86 -3.12 -0.11 11.42 7.21 10.59
Composite Gross -6.65 -6.65 -2.29 0.74 12.36 8.12 11.57
Russell 2500TM Growth Index -10.80 -10.80 -6.37 0.55 11.37 7.44 8.84
RETURNS (%) (As of 03/31/2025)
Composite Net Composite Gross Russell 2500TM Growth Index
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(03/01/2005)
Composite Net -6.86 -6.86 -3.12 -0.11 11.42 7.21 10.59
Composite Gross -6.65 -6.65 -2.29 0.74 12.36 8.12 11.57
Russell 2500TM Growth Index -10.80 -10.80 -6.37 0.55 11.37 7.44 8.84
Calendar Year Returns (%)
Composite Net Composite Gross Russell 2500TM Growth Index
2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Composite Net 10.58 14.65 -23.68 7.04 28.55 28.42 -5.19 27.09 10.51 1.31
Composite Gross 11.51 15.61 -23.02 7.95 29.63 29.49 -4.38 28.15 11.44 2.17
Russell 2500TM Growth Index 13.90 18.93 -26.21 5.04 40.47 32.65 -7.47 24.46 9.73 -0.19

Documents