About This Portfolio
This bottom-up, valuation-driven portfolio seeks to identify companies with long term profit potential and produce attractive levels of dividend income. The team employs a fundamental stock selection process with a focus on companies that pay sustainable dividend yield with the ability to grow over time. Investment decisions utilize a responsible approach by incorporating environmental, social and governance (ESG) factors into selection/avoidance criteria.
Why Invest
Income and Capital Growth
We seek to provide an attractive, responsibly-sourced level of income from a portfolio of undervalued international equities.
Responsibly Minded
Our approach combines defined avoidance criteria with a focus on ESG factors, seeking strong, risk-adjusted returns.
Research-led idea generation
Stock selection ideas are rooted in the accumulated knowledge from the Janus Henderson Global Equity Income team who share a common approach of being dividend-seeking, valuation-focused investors across international regions and markets.
