Please ensure Javascript is enabled for purposes of website accessibility US SMID Cap Growth Managed Account - Janus Henderson Investors - US Advisor
For Financial Professionals in the US

US SMID Cap Growth Managed Account

Our in-depth fundamental research strategy seeks differentiated small-cap companies with the potential to quickly grow into mid-size companies.

Overview

About This Portfolio

A moderately positioned, small-mid-cap growth portfolio seeking to provide consistent relative returns with lower volatility than the index. The portfolio invests in small-cap companies with differentiated business models and sustainable competitive advantages that are positioned to grow market share regardless of economic conditions.

Why Invest

Unique Business Models
Seeks small-cap companies that utilize their competitive advantages to grow over a multi-year time frame

Specialized Team
In-depth fundamental research supported by a team of analysts, a team of small-mid-cap specialists, and the portfolio management team

Moderate Approach to Growth
Focus on small companies with potential for quick growth and resilient business models positioned to weather various market environments

Portfolio Management

Jonathan Coleman, CFA

Portfolio Manager

Industry since 1994. Joined Firm in 1994.

Scott Stutzman, CFA

Portfolio Manager | Research Analyst

Industry since 2001. Joined Firm in 2007.

Aaron Schaechterle

Portfolio Manager | Research Analyst

Industry since 2006. Joined Firm in 2022.

Performance

RETURNS (%) (As of 03/31/2025)
Composite Pure Gross Composite Net Russell 2500TM Growth Index
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
Composite Pure Gross -7.66 -7.66 -3.97 0.02 11.88 7.89 11.45
Composite Net -8.36 -8.36 -6.79 -2.90 8.64 4.76 8.22
Russell 2500TM Growth Index -10.80 -10.80 -6.37 0.55 11.37 7.44 8.84
RETURNS (%) (As of 03/31/2025)
Composite Pure Gross Composite Net Russell 2500TM Growth Index
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
Composite Pure Gross -7.66 -7.66 -3.97 0.02 11.88 7.89 11.45
Composite Net -8.36 -8.36 -6.79 -2.90 8.64 4.76 8.22
Russell 2500TM Growth Index -10.80 -10.80 -6.37 0.55 11.37 7.44 8.84
Calendar Year Returns (%)
Composite Pure Gross Composite Net Russell 2500TM Growth Index
2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Composite Pure Gross 10.34 15.61 -23.02 7.95 29.63 29.49 -4.38 28.15 11.44 2.17
Composite Net 7.14 12.27 -25.32 4.82 25.91 25.78 -7.18 24.49 8.21 -0.81
Russell 2500TM Growth Index 13.90 18.93 -26.21 5.04 40.47 32.65 -7.47 24.46 9.73 -0.19

Portfolio

Index represents the Russell 2500TM Growth Index

Top Holdings (As of 03/31/2025)
% of Fund
SS&C Technologies Holdings Inc 3.44
OSI Systems Inc 2.46
Broadridge Financial Solutions Inc 2.30
Casey's General Stores Inc 2.23
Teledyne Technologies Inc 2.16
Mirion Technologies Inc 2.04
Sensient Technologies Corp 1.82
Lantheus Holdings Inc 1.81
LPL Financial Holdings Inc 1.81
Aramark 1.81
TOTAL 21.88
View full holdings
Portfolio Characteristics (As of )
  REP ACCOUNT INDEX
Number of Holdings
Equity Issues
-
Market Capitalization
Weighted Average
- -
Portfolio Turnover Rate
(1-year trailing)
- -
Price/Earnings Ratio
(1-year forward)
- -
Price/Book Ratio
- -
Earnings Growth Rate
(1-year forward)
- -
Sector Allocation % of Fund % of Index % of Fund % of Index As of 03/31/2025
Regional Allocation % of Fund % of Index % of Fund % of Index As of 03/31/2025
Developed vs Emerging Markets % of Fund % of Index % of Fund % of Index As of 03/31/2025
Market Capitalization Range of Equity Holdings % of Fund % of Index % of Fund % of Index As of 03/31/2025

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