Janus Henderson Investors·2026-06-03·via All Articles on Seeking Alpha
Summary
Janus Henderson Global Sustainable Equity (ADR) Managed Account Portfolio returned -2.59% (gross) and the MSCI World Gross TR returned -3.47%.
Stock selection in information technology, particularly companies tied to artificial intelligence infrastructure, aided relative performance.
The first quarter delivered a volatile start to 2026, with global equity markets declining.
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At a glance
Performance
The Portfolio returned -2.59% (gross) and the MSCI World Gross TR returned -3.47%.
Contributors/detractors
Stock selection in information technology, particularly companies tied to artificial intelligence (AI) infrastructure, aided relative performance. Exposure to companies caught in
