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INVESTMENT STRATEGIES

Mid Cap Growth

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Overview

We believe that investing in companies with sustainable growth and high return on invested capital can drive consistent returns and allow us to outperform our benchmark and peers over time with moderate risk. We seek to identify mid-cap companies with high-quality management teams that wisely allocate capital to fund and drive growth over time.

Investment Approach

    Smart Growth Approach

  1. The portfolio’s investment approach focuses on long duration, sustainable growth companies with strong competitive advantages and large addressable markets. We seek to avoid companies with rapid but unsustainable, short-term growth profiles.

    2. Deep, Specialized Team

  2. The portfolio benefits from experienced Portfolio Managers with expertise in mid-cap investing; in-depth fundamental research conducted by a dedicated team of experts exclusively focused on small-mid-cap companies; and the broader support of an insightful team of equity investment professionals.

    3. Growth Potential with Tempered Volatility

  3. The portfolio offers exposure to medium-size companies with resilient business models and is designed to weather a variety of market environments and take on moderately less risk than the index.

Recap and Outlook

Portfolio Managers Brian Demain and Cody Wheaton share their views on portfolio performance, the current market dynamics and their outlook.

Mid Cap Growth Recap and Outlook | Janus Henderson Investors

Working to be Consistently Good… Not Occasionally Great

MID CAP GROWTH COMPOSITE OUTPERFORMED THE RUSSELL MIDCAP® GROWTH INDEX 110 of 120 PERIODS, OR 92% OF THE TIME

ANNUALIZED MONTHLY ROLLING THREE-YEAR RETURNS *


* Returns based on 10-year time frame ending 6/30/19

Portfolio Management

Brian Demain, CFA

Portfolio Manager

Philip Cody Wheaton, CFA

Portfolio Manager | Research Analyst

Featured Insights

Performance

RETURNS

(As of 09/30/2019)
(As of 09/30/2019)
Inception: Apr 01, 1989 3M YTD 1YR 3YR 5YR 10YR Since Inception
Composite Gross 1.28% 28.52% 11.11% 18.12% 15.86% 16.55% 15.04%
Composite Net 1.12% 27.91% 10.39% 17.37% 15.12% 15.80% 14.00%
Russell MidCap® Growth Index -0.67% 25.23% 5.20% 14.50% 11.12% 14.08% 10.87%
Inception: Apr 01, 1989 3M YTD 1YR 3YR 5YR 10YR Since Inception
Composite Gross 1.28% 28.52% 11.11% 18.12% 15.86% 16.55% 15.04%
Composite Net 1.12% 27.91% 10.39% 17.37% 15.12% 15.80% 14.00%
Russell MidCap® Growth Index -0.67% 25.23% 5.20% 14.50% 11.12% 14.08% 10.87%
Past performance cannot guarantee future results. Investing involves risk, including the possible loss of principal and fluctuation of value. Returns greater than one year are annualized. Returns are expressed in U.S. dollars. Composite returns are net of transaction costs and gross of non-reclaimable withholding taxes, if any, and reflect the reinvestment of dividends and other earnings.
The gross performance results presented do not reflect the deduction of investment advisory fees and returns will be reduced by such advisory fees and other contractual expenses as described in the individual contract and Form ADV Part 2A.
Net performance results do not reflect the deduction of investment advisory fees actually charged to the accounts in the composite but they do reflect the deduction of model investment advisory fees based on the maximum fee rate in effect for the respective time period, adjusted for performance-based fees where applicable. Actual advisory fees may vary among clients invested in the strategy shown and may be higher or lower than model advisory fees. Returns for each client will be reduced by such fees and expenses as negotiated in any client contract as discussed in Form ADV Part 2A.
For a complete list of holdings as of the most recently available disclosure period, contact us.

Commentary & Literature

2Q19 Portfolio Commentary Highlights

  • Stocks gained ground in the second quarter, but were volatile.
  • The Portfolio outperformed its benchmark.
  • We remain concerned about high valuations for pockets of the mid-cap market.

Read The Full Commentary

Literature