Brian Demain, CFA
Brian Demain is a mid-cap growth Portfolio Manager on the US Small/Mid-Cap Growth Team at Janus Henderson Investors, a position he has held since 2007. Brian joined Janus in 1999 as a research analyst focused on companies in the media and communications sectors. From 2004 to 2007, he led the Communications Sector Research Team.
Brian received his bachelor of arts degree in economics from Princeton University, graduating summa cum laude and Phi Beta Kappa. His academic achievements culminated with winning a Senior Thesis Prize. Brian holds the Chartered Financial Analyst designation and has 25 years of financial industry experience.
Products Managed
Articles Written
US Midcap outlook: Themes to watch
Brian Demain explores key mid-cap investment themes, sector opportunities, and potential valuation risks for 2025.
Top-of-mind market risks for U.S. equities
How top-of-mind risks for our portfolio managers differ from the concerns investors worry will impact their finances in the months ahead.
Seeking to capitalize on insurance’s extended cycle
The factors driving an extended insurance pricing cycle in the U.S. and how to navigate the growth opportunities and risks present in this evolving landscape.
U.S. equities: The dawn of a new era?
Janus Henderson’s recent Global Investment Summit explored growth drivers in equities, highlighting key investment themes and opportunities across the market capitalization spectrum.
Global Perspectives: Tapping into a broad set of growth drivers in mid-caps
While diverse growth opportunities exist in mid-cap stocks, we believe a selective approach with valuation discipline is warranted.
Plugging into the electrification theme
How investors can capitalize on a powerful secular growth opportunity: the electrification of the economy.
Global Perspectives: Investing in the small- and midsize healthcare companies innovating for a graying world
How healthcare’s small- and mid-cap companies could benefit from one of today’s key macroeconomic growth drivers: aging populations.
Healthcare’s small- and mid-cap opportunities amid aging populations
With populations in some of the largest economies quickly graying, innovative small- and mid-cap healthcare companies could deliver new growth opportunities for investors.
Elevated valuations demand selectivity in mid-cap growth
Where we see opportunities in mid-cap growth stocks given their strong fundamentals and ties to powerful secular growth themes.
Mid-cap stocks could offer diversification, strong fundamentals in 2024
Mid-cap stocks have underperformed large-cap peers, but the asset class could benefit from secular growth themes and the end of rate hikes, says Brian Demain in his annual outlook.