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.


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.

Working to be Consistently Good… Not Occasionally Great

Small-Mid Cap Growth Composite outperformed the Russell 2500™ Growth Index 120 of 120 periods, or 100% of the time.

Annualized Monthly Rolling Three-Year Returns*

US SMID Cap Growth Chart
* Returns based on 10-year time frame ending 6/30/2019.

Featured Insight

2Q19 | Global Perspectives

Global Sector Views

Read the latest insights from our research team and learn how they are navigating the opportunities and risks within each sector.

Knowledge. Shared


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

We call this ethos Knowledge. Shared.