Janus Henderson Concentrated All Cap Growth Managed Account Q3 2025 Commentary
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Janus Henderson Investors3.6K FollowersFollow5ShareSavePlay(9min)CommentsSummaryJanus Henderson Concentrated All Cap Growth Managed Account portfolio returned 8.26% (gross) and the Russell 3000® Growth Index returned 10.41%.Stock selection in the consumer discretionary sector detracted from relative performance, while stock selection in the healthcare sector contributed.We believe companies aligned with durable secular growth themes have the potential to compound growth and gain market share across economic cycles. Fabio Principe/iStock via Getty Images At a glance Performance The Portfolio returned 8.26% (gross) and the Russell 3000® Growth Index returned 10.41%. Contributors/detractors Stock selection in the consumer discretionary sector detracted from relative performance, while stock selection in the healthcareThis article was written byJanus Henderson Investors3.6K FollowersFollowJanus Henderson Investors exists to help clients achieve their long-term financial goals. Formed in 2017 from the merger between Janus Capital Group and Henderson Global Investors, we are committed to adding value through active management. For us, active is more than our investment approach – it is the way we translate ideas into action, how we communicate our views and the partnerships we build in order to create the best outcomes for clients. While our investment managers have the flexibility to follow approaches best suited to their areas of expertise, overall our people come together as a team. This is reflected in our Knowledge. Shared ethos, which informs the dialogue across the business and drives our commitment to empowering clients to make better investment and business decisions.www.janushenderson.com