Healthcare is entering a golden age of innovation, with genetic sequencing and other advance technologies enabling a rapid pace of medical breakthroughs
At the same time, demand for care is growing as populations age and unmet medical needs persist. These dynamics are creating sizable growth opportunities – with potentially positive outcomes for patients and investors alike.
The opportunity for investors
A differentiated approach to healthcare investing
Janus Henderson's Healthcare Team seeks to invest in companies worldwide that are addressing high, unmet medical needs and providing efficient and cost-effective healthcare solutions. The healthcare sector, with its rapid growth and high complexity, offers opportunities for differentiated research. Understanding the science and the business behind new therapies and having a disciplined investment process are pillars of our approach.
Our funds are designed to:
Identify healthcare's best scientific and commerical opportunities
Focus on small- and mid-cap biotech companies, aiming to maximise the sectors growth potential
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Mitigate downside risk through a proprietary value-at-risk framework
View our healthcare funds
Marketing communication.
How to integrate healthcare in my portfolio?
Investors who have added health care to their global equity portfolio would have experienced superior risk adjusted returns, which you can see using Janus Henderson, Edge Proprietary analytics tool comparing the risk and return of two portfolios over time.
— Sabrina Denis,
Senior Portfolio Strategist
Why invest in healthcare with Janus Henderson?
Over 100 years
experience
A dedicated team of 9 members with more than 100 years combined of healthcare investing experience.
20+ years healthcare
strategy now
available as an OEIC
Over the long term, a proven ability to navigate the gap between healthcare’s top- and bottom-performing stocks – historically, the widest of any sector – by staying focused on risk/reward.
A long-term
approach
The quality of our investment team, the depth of our research, and our disciplined long-term approach set us apart in pursuing superior risk-adjusted returns in healthcare.
Insights
Meet the team
Andy Acker, CFA
Portfolio Manager,
Global Life Sciences Strategy
27 years of experience
Daniel Lyons, , PhD, CFA
Portfolio Manager, Global Life Science
27 years of experience
Agustin Mohedas, PhD
Portfolio Manager, Biotechnology Strategy
10 years of experience
Footnotes
1 Food and Drug Administration (FDA), Janus Henderson, ISI Research. Data as of 31 December 2021. Blockbuster drug = > €900 million in annual sales.
2 BioSpace, “Minimally Invasive Surgery Market Size to Reach $23.4 billion by 2030,” 2 May 2022.
3 U.S. Census Bureau and Centers for Medicare & Medicaid Services. Spending data based on figures for 2014.
4 World Health Organization, “Ageing and health,” 1 October 2022.
5 Invest Europe, Q4 2021 PitchBook-NVCA Venture Monitor. Data as of 31 December 2021.
6 Janus Henderson Investors, FactSet. Data as of 31 December 2022.
Important information
Please read the following important information regarding these funds.
Access transformational change with thematic investing. Thematic investing enables investors to benefit from the powerful megatrends that are disrupting and shaping the future, unlocking the potential for stronger and more consistent returns.