Nick Schommer, CFA
Nick Schommer is a Portfolio Manager at Janus Henderson Investors. Prior to joining Janus in 2013, Nick spent a year working as an associate portfolio manager at Thornburg Investment Management. Before that, he was a research analyst at Marsico Capital Management for more than four years, leading the coverage of the financial services sector on a global basis. Previous to his investment management career, Nick was a captain in the United States Army and served in Iraq and Kuwait. He was awarded the Bronze Star Medal for exceptionally distinguished service during Operation Iraqi Freedom.
Nick received his bachelor of science degree in chemistry from the United States Military Academy at West Point, where he was recognised as a Distinguished Cadet and Phi Kappa Phi. He earned his MBA from the University of California – Los Angeles, Anderson School of Management, where he was a Student Investment Fund Fellow. Nick holds the Chartered Financial Analyst designation and has 17 years of financial industry experience.
Products Managed
Articles Written
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
The other 493: Finding opportunities outside the Mag 7
Mega-cap tech has dominated recent market performance, but conditions point to a potential broadening of market returns.
Investing Off the Beaten Path
Nick Schommer, CFA, Portfolio Manager, discusses what the pandemic has taught us about the importance of a company’s business model.