Janus Henderson Investors·2026-06-23·via All Articles on Seeking Alpha
Summary
The Fund returned -2.75% and the Russell 2000 Growth Index returned -2.81%.
Stock selection in the information technology and healthcare sectors contributed to relative performance.
Stock selection in the financials and industrials sectors detracted.
We believe the portfolio is well-positioned for a less certain environment due to our focus on companies with high-quality business models, solid balance sheets, and strong pricing power.
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Investment environment
The equity market started out the year with modest gains, supported by resilient economic growth.
Volatility increased in March, after war in the Middle East drove the price of oil over $100 per barrel. Inflation fears pushed long-term
