Janus Henderson Research Fund Q4 2025 Commentary

Janus Henderson Investors3.61K FollowersFollow5ShareSavePlay(9min)CommentsSummaryJanus Henderson Research Fund returned 0.91% and the Russell 1000® Growth Index returned 1.12%.Stock selection in the information technology and communication services sectors detracted from relative performance, while stock selection in the healthcare and industrials sectors contributed.We continue to seek out companies with high-quality business models and balance sheets, robust cash flow, and proven management teams. ATHVisions/E+ via Getty Images Portfolio management Joshua Cummings, CFA John Jordan Investment environment U.S. shares rose on positive corporate earnings news. Economic growth has been relatively stable despite a government shutdown, policy headwinds, and slower-than-expected employment growth.

The Federal This 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