Diversified Growth

Our Diversified Growth Strategy is an actively managed multi-asset portfolio designed to deliver equity-like returns over the medium term with lower volatility than global equities.

The strategy aims to provide a low-volatility growth engine for client portfolios with a particular focus on capital preservation. Its unconstrained approach gives investors flexible exposure to a diverse array of return drivers and the Team’s successful long-term track record of dynamic asset allocation, efficient portfolio construction and cost-effective implementation.

It combines strategic quantitative portfolio construction with short-term tactical asset allocation for a flexible and pragmatic investment approach that aims to be resilient to the ever-evolving global macro environment.


Philosophy

Paul O’Connor

The Diversified Growth Strategy has a history that pre-dates the financial crisis, providing a proven track record of preserving capital in challenging markets while generating attractive returns in normal conditions."

Paul O’Connor, Head of Multi-Asset

Why?

  • Gain access to the expansive multi-asset opportunity set within a single fund
  • Dynamic asset allocation to aim to protect capital and capture tactical upside opportunities
  • Multi-asset approach gives potential for better risk-adjusted returns than global equities
  • Transparent and easy-to-understand approach to asset allocation with clear identifiable drivers of return

This website is for financial promotion purposes and is not investment advice.

Management

Paul O'Connor

Paul O'Connor

Paul O’Connor is Head of the UK-based Multi-Asset Team focused on asset allocation at Janus Henderson Investors. He is also a Portfolio Manager on the International Opportunities strategy and numerous multi-asset portfolios. Prior to joining Henderson in 2013, Paul was head of asset allocation (EMEA) at Mercer. Paul holds a first class BA degree (Hons) in economics and an MSc in economics from the London School of Economics. He has 24 years of financial industry experience.


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