Please ensure Javascript is enabled for purposes of website accessibility US SMID Cap Growth - Janus Henderson Investors
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 03/31/2024)
Composite Gross Composite Net Russell 2500TM Growth Index
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(03/01/2005)
Composite Gross 6.53 6.53 15.46 0.54 7.84 10.39 12.34
Composite Net 6.31 6.31 14.49 -0.30 6.94 9.46 11.36
Russell 2500TM Growth Index 8.51 8.51 21.12 -0.81 9.39 9.55 9.70
RETURNS (%) (As of 04/30/2024)
Composite Gross Composite Net Russell 2500TM Growth Index
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(03/01/2005)
Composite Gross 1.67 0.11 9.27 -2.84 5.56 9.93 11.92
Composite Net 1.46 -0.17 8.36 -3.66 4.68 9.01 10.95
Russell 2500TM Growth Index 2.75 0.42 13.53 -4.44 6.97 9.10 9.21
Calendar Year Returns (%)
Composite Gross Composite Net Russell 2500TM Growth Index
2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Composite Gross 15.61 -23.02 7.95 29.63 29.49 -4.38 28.15 11.44 2.17 10.40
Composite Net 14.65 -23.68 7.04 28.55 28.42 -5.19 27.09 10.51 1.31 9.48
Russell 2500TM Growth Index 18.93 -26.21 5.04 40.47 32.65 -7.47 24.46 9.73 -0.19 7.05

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