Please ensure Javascript is enabled for purposes of website accessibility Global Small Cap - Janus Henderson Investors - US Institutional
For Institutional Investors in the US

Global Small Cap

Invests in small companies listed globally, seeking long-term capital growth by identifying good quality but potentially undervalued stocks.

Overview

About this Strategy

The strategy aims to deliver capital growth by investing in small companies listed globally. We believe that if a portfolio of good-quality, high-return smaller companies is created, at a time when their value is underappreciated by the market, over the longer term there is greater potential to outperform. This outperformance should come from the individual company’s ability to reinvest excess earnings/cashflows into higher return opportunities.

Investment Approach

Global approach, localised team
Experienced lead manager drawing on regional managers, with local expertise and critical insights across the US, Europe, Japan and Asia.

Stock selection
Dispassionate screening approach combined with qualitative fundamental research to identify the most attractive stock opportunities in the largest and least efficient equity universe in the world.

Balanced style and regional exposure
Reduces factor risk, allowing the strategy the potential to outperform in a variety of market conditions.

Portfolio Management

Nick Sheridan

Portfolio Manager

Industry since 1986. Joined Firm in 2009.

Performance

RETURNS (%) (As of 09/30/2024)
Composite Gross Composite Net MSCI World Small Cap NR
 
3M YTD 1YR 3YR 5YR Since Inception
(09/01/2019)
Composite Gross 10.28 22.00 37.16 9.85 17.01 17.02
Composite Net 9.88 20.78 35.42 8.11 14.99 15.01
MSCI World Small Cap NR 9.39 11.02 24.87 2.20 8.99 9.28
RETURNS (%) (As of 11/30/2024)
Composite Gross Composite Net MSCI World Small Cap NR
 
3M YTD 1YR 3YR 5YR Since Inception
(09/01/2019)
Composite Gross 6.65 27.12 37.20 10.98 16.27 17.35
Composite Net 6.29 25.59 35.42 9.29 14.25 15.35
MSCI World Small Cap NR 5.54 15.01 26.08 3.90 8.48 9.71
Calendar Year Returns (%)
Composite Gross Composite Net MSCI World Small Cap NR
2023 2022 2021 2020
Composite Gross 28.37 -18.33 24.83 22.52
Composite Net 26.97 -20.05 22.15 20.07
MSCI World Small Cap NR 15.76 -18.76 15.75 15.96

Documents