Relevance of strategy
This fund represents active exposure to global developed small cap equities.
Differentiated portfolio
The fund adopts a high conviction approach with a focus on quality companies that are potentially undervalued.
Janus Henderson Investors was formed in 2017 through a merger of Henderson Global Investors and Janus Capital Group. Janus Henderson manages over US$480bn of assets in mainly long-only mutual funds and to a lesser extent alternatives solutions.
The Janus Henderson Horizon Global Smaller Companies Fund is an actively managed fund seeking to provide capital growth over the long term, by investing in small cap companies without any industry or country constraints. The fund aims to outperform the MSCI World Small Cap Index over any 5-year period. The fund runs a dispassionate screening approach to stock selection combined with qualitative fundamental research to identify good quality, but potentially undervalued stocks, driven by the belief that the level of real returns delivered depends on the initial price paid. The fund adopts a balanced style and regional exposure to reduce factor risk, allowing the strategy the potential to outperform in a variety of market conditions. The fund has a diversified portfolio of >100 holdings.