Janus Henderson Mid Cap Growth Managed Account Q4 2025 Commentary

Janus Henderson Investors3.61K FollowersFollow5ShareSavePlay(9min)CommentsSummaryJanus Henderson Mid Cap Growth Managed Account portfolio returned 1.20% (gross) and the Russell Midcap® Growth Index returned -3.70%.Stocks rose in the fourth quarter on positive corporate earnings news and hopes for Federal Reserve rate cuts.Inflation also has been relatively subdued, creating breathing room for the Fed potentially to cut rates further. fcafotodigital/E+ via Getty Images At a glance Performance The Portfolio returned 1.20% (gross) and the Russell Midcap® Growth Index returned -3.70%. Contributors/detractors Stock selection in the industrials and healthcare sectors contributed to relative performance. Holdings in the consumer discretionary andThis article was written byJanus Henderson Investors3.61K 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