Investment Strategies

Name Primary Benchmark Composite Inception Portfolio Managers Available Vehicles
US Small Cap Value Russell 2000® Value Index July 1, 1988
Justin Tugman, CFA
Craig Kempler, CFA
 Separate Account
U.S. Mutual Fund
US Small-Mid Cap Value Russell 2500™ Value Index November 1, 2017
Kevin Preloger
Justin Tugman, CFA
 Separate Account
U.S. Mutual Fund
US Mid Cap Value Russell Midcap® Value Index October 1, 1998
Kevin Preloger
Justin Tugman, CFA
 Separate Account
U.S. Mutual Fund
US Large Cap Value Russell 1000® Value Index October 1, 2006
Kevin Preloger
 Separate Account
U.S. Mutual Fund
US All Cap Value Russell 3000® Value Index January 1, 2010
Ted Thome, CFA
 Separate Account
Offshore Mutual Fund
Global Value MSCI World Index℠ (Gross) June 1, 2001
Gregory Kolb, CFA
George Maglares
 Separate Account
U.S. Mutual Fund
Offshore Mutual Fund
International Value MSCI EAFE® Index (Gross) May 1, 2013
Gregory Kolb, CFA
George Maglares
 Separate Account
U.S. Mutual Fund
Click the name for additional important information including objectives, risks, performance history and expense detail.
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Various account minimums or other eligibility qualifications apply depending on the investment strategy, vehicle or investor jurisdiction.
Differences between compared investments may include objectives, sales and management fees, liquidity, volatility, tax features and other features, which may result in differences in performance.
Investing involves risk, including the possible loss of principal and fluctuation of value.
Perkins Investment Management LLC is a subsidiary of Janus Henderson Group plc and serves as the sub-adviser on certain products.
Janus Henderson provides investment advisory services in the U.S. through Janus Capital Management LLC, together with its participating affiliates.
Janus Henderson Group plc ©

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