Global Sector Views
Read the latest insights from our research team and learn how they are navigating the opportunities and risks within each sector.
INVESTMENT STRATEGIES
U.S. Research Core Equity
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Overview
We believe that the best way to generate consistent excess returns is stock picking based on independent research. We focus the risks of the portfolio on what we are good at – research and stock selection – and seek to avoid unnecessary risks – macro risks and other portfolio biases. Therefore, we let sector experts drive the process and pick their best ideas and use a portfolio oversight team to monitor the risk of the portfolio and keep it focused on stock selection.
Investment Approach
- Our teams of dedicated sector specialists conduct independent, differentiated research to construct unique sector portfolios that are combined to form a diversified portfolio. This design allows investors to benefit directly from the insights and expertise of Janus Henderson’s equity research team.
- Each of our experienced global sector teams builds a high-conviction portfolio of their best ideas, regardless of market cap, geography or subsector. All ideas and position sizes are debated and fully vetted before entry into the portfolio.
- This portfolio’s disciplined investment process is designed to minimize macro risks by aligning sector allocations with the benchmark. This allows fundamental, bottom-up stock selection within each sector to be the primary driver of returns.
Managed by Sector Experts
Pure Stock Picking Approach
Minimize the Macro
Portfolio Management
Featured Insights
Performance
RETURNS
| Inception: Aug 01, 2004 | 3M | YTD | 1YR | 3YR | 5YR | 10YR | Since Inception |
|---|---|---|---|---|---|---|---|
| Composite Gross | 0.71% | 20.80% | 3.61% | 13.63% | 10.16% | 12.93% | 10.16% |
| Composite Net | 0.57% | 20.32% | 3.04% | 13.01% | 9.56% | 12.32% | 9.54% |
| Russell 1000® Index | 1.42% | 20.53% | 3.87% | 13.19% | 10.62% | 13.23% | 9.19% |
| Inception: Aug 01, 2004 | 3M | YTD | 1YR | 3YR | 5YR | 10YR | Since Inception |
|---|---|---|---|---|---|---|---|
| Composite Gross | 0.71% | 20.80% | 3.61% | 13.63% | 10.16% | 12.93% | 10.16% |
| Composite Net | 0.57% | 20.32% | 3.04% | 13.01% | 9.56% | 12.32% | 9.54% |
| Russell 1000® Index | 1.42% | 20.53% | 3.87% | 13.19% | 10.62% | 13.23% | 9.19% |
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.
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 benchmarks during the period.
- We believe compelling, long-term growth opportunities can continue to be found throughout the market’s sectors.