Stay on the Right Side of Disruption

Disruption is rippling through the global economy at a rapid pace. Such dramatic change is being felt across industries and geographies, and potentially shaping the long-term performance of investors’ portfolios. At Janus Henderson, we use fundamental analysis in an effort to identify new investment opportunities and stay on the right side of disruption.

Three Major Trends Behind Disruption

We believe three megatrends are helping transform the global economy and creating new investment opportunities:

A Technological Revolution

Cloud computing, mobility, the Internet of Things and artificial intelligence are some of the powerful and investable trends reshaping the global economy.

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A New Era for Health Care

A growing understanding of the human genome and robust computing power are helping transform the health care sector unlike ever before.

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The New Digital Economy

Disruption is rewriting the rules of the global economy, with many players scrambling to catch up.

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Harness the Power of Disruption in Your Portfolio

By focusing on companies and industries that stand to benefit from disruptive forces, we think it’s possible to harness the innovation that is transforming the global economy.

JFRDX

Forty Fund

Overall Morningstar Rating™ out of 1232 Large Growth Funds, based on risk-adjusted returns. As of 07/31/2020.

Employs fundamental research to invest with conviction in large-cap companies driving innovation as well as compounding-growth companies we believe are insulated from disruption.
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JNGTX

Global Technology and Innovation Fund

Overall Morningstar Rating™ out of 197 Technology Funds, based on risk-adjusted returns. As of 07/31/2020.

A portfolio that balances resilience with optionality, investing in growth companies driving or benefiting from advances in technology.
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JNGLX

Global Life Sciences Fund

Overall Morningstar Rating™ out of 133 Health Funds, based on risk-adjusted returns. As of 07/31/2020.

Seeks to capitalize on companies developing innovative therapies addressing unmet medical needs or companies making health care more efficient.
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JNGIX

Growth and Income Fund

Overall Morningstar Rating™ out of 1226 Large Blend Funds, based on risk-adjusted returns. As of 07/31/2020.

Seeks resilient, well-established companies with a history of dividend growth to cushion against market uncertainty.
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JANBX

Balanced Fund

Overall Morningstar Rating™ out of 636 Allocation-50% to 70% Equity Funds, based on risk-adjusted returns. As of 07/31/2020.

Combines our equity and fixed income expertise in a core solution, focusing on companies we believe are innovative as well as firms we think can withstand disruption.
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An Investment Approach Driven by Bold Thinking

We believe in confronting uncertainty head-on – not merely reacting to change but finding opportunity in it. Hear from our investment professionals on how they apply this approach in their fundamental research, part of an ethos we call
Knowledge. Shared.

For Some Tech Giants, Innovation No Longer a Dilemma

With data and networks acting as valuable currency, today’s leading tech companies appear better positioned to maintain their innovative edge than previous generations of tech titans.

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Platform Businesses: The Misunderstood Powerhouses of Innovation

The power of platform businesses and why the trajectory of their corporate models is often misunderstood.

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Examining the Tech Sector through the Pandemic – and Beyond

How the COVID-19 pandemic has accelerated the adoption of the digital economy by both businesses and individuals.

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