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.

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 2500™ Growth Index Russell 2000® Growth Index
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(03/01/2005)
Composite Gross 29.71 -6.10 -3.44 9.24 9.43 15.27 13.01
Composite Net 29.46 -6.51 -4.26 8.32 8.51 14.32 12.02
Russell 2500™ Growth Index 32.87 2.02 9.21 12.10 9.57 14.45 9.89
Russell 2000® Growth Index 30.58 -3.06 3.48 7.86 6.86 12.92 8.62
RETURNS (%) (As of 08/31/2020)
Composite Gross Composite Net Russell 2500™ Growth Index Russell 2000® Growth Index
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(03/01/2005)
Composite Gross 11.44 2.56 8.66 11.69 12.81 16.04 13.51
Composite Net 11.21 1.98 7.74 10.76 11.86 15.08 12.51
Russell 2500™ Growth Index 14.28 12.45 21.99 15.21 13.09 15.58 10.47
Russell 2000® Growth Index 13.71 6.15 17.28 10.90 10.45 14.08 9.16

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