Brian Recht
Brian Recht is a Portfolio Manager at Janus Henderson Investors. He was an assistant portfolio manager from 2020. Additionally, he serves as a Research Analyst primarily focused on companies in the Communications and Consumer sectors. Prior to joining Janus in 2015 as a research analyst, Brian was an associate consultant with Bain & Co., where he primarily spent time in the private equity group.
Brian received his bachelor of arts degree in government from Dartmouth College, where he graduated summa cum laude and Phi Beta Kappa. He earned his MBA from the Stanford Graduate School of Business and his juris doctor from Stanford Law School. Brian has 13 years of financial industry experience.
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Forty Fund: Identifying growth opportunities as the equity market broadens
What is your outlook on U.S large-cap stocks? We are constructive on the equity market outlook. Economic indicators remain strong, with unemployment levels below historical averages, real wage growth positive, and consumer sentiment recently at the highest levels in close to a year. With inflation decreasing against this positive backdrop, the Fed’s soft-landing scenario appears