Uncommon Value
Since 1980, Perkins Investment Management has approached value investing from a unique perspective, conducting rigorous downside analysis on every potential investment prior to determining upside potential.
Perkins Investment Management strategies are being rebranded to Janus Henderson Investors. US Small Cap Value, US Mid Cap Value and US Small-Mid Cap Value strategies will have no material changes to investment staff, portfolio management, analyst resourcing or the long-term, value-oriented investment philosophy. Global Value, International Value, Value Plus Income and US Large Cap Value strategies and associated vehicles will be terminated on or before 4/30/21. US All Cap Value strategy is under review.
FEATURED STRATEGY
US Small Cap Value
Defensive small cap value equities with favorable reward-to-risk characteristics, selected through a rigorous downside analysis before determining upside potential.
Our Key Strengths
Diversified portfolios of what we believe are high-quality, undervalued stocks
Singular approach to investing for over 35 years
Disciplined valuation process measures downside risk before upside potential
THOUGHT LEADERSHIP
FEATURED STRATEGIES
Perkins CIO Outlook: Step Back from the Edge in Favor of Moderation
Perkins Chief Investment Officer Gregory Kolb shares his equity market insights.
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Perkins CIO Outlook: The Coronavirus Will Persist and Investors Should Adapt
Perkins Chief Investment Officer Gregory Kolb shares his equity market insights.
Read MoreOur investment process is applied across all strategies. We take a bottom-up approach to building portfolios of what we believe are quality companies.
Defensive global value equities, since 2001
Defensive mid-cap value equities, since 1998
Defensive large-cap value equities, since 2006
Defensive all-cap U.S. value equities, since 2009