Andy Acker, CFA
Andy Acker is Portfolio Manager of the Healthcare and Biotech strategies at Janus Henderson Investors and leads the firm’s Health Care Sector Research Team, a position he has held since 2007. Andy was an assistant portfolio manager on the healthcare strategy from 2003 to 2007. He joined Janus in 1999 as a research analyst focused on companies in the biotechnology and pharmaceutical industries. Prior to this, he worked as a strategy consultant for the Boston Consulting Group and as a health care analyst for Morgan Stanley Venture Partners.
Andy received his Bachelor of Science degree in biochemical sciences from Harvard University, graduating magna cum laude and Phi Beta Kappa. He also earned an MBA with honours from Harvard Business School. Andy holds the Chartered Financial Analyst designation and has 28 years of financial industry experience.
Products Managed
Articles Written
Despite political headwinds, healthcare stocks stay anchored to innovation
Andy Acker and Dan Lyons say healthcare investors should expect volatility in 2025 – but also plenty of opportunities for long-term growth.
Healthcare stocks shine in a dimming economy
The sector’s traditionally defensive qualities and accelerating innovation could stand out amid a potentially slowing economy.
Shaping a Brighter Future: AI’s impact on healthcare
Hear how AI and other advances in healthcare are transforming patient outcomes and leading to new investment opportunities.
Will a new candidate create volatility for healthcare stocks?
Why we do not expect the last-minute change in the U.S. presidential election to lead to heightened volatility in healthcare stocks.
Biotech sector update: Going for gold
Amid interest rate cuts and accelerating innovation, the biotechnology sector could be set up for strong performance.
Biotech’s bear market – and early recovery – explained
Low valuations and accelerating innovation are helping biotech recover from one of its worst drawdowns on record.
Hangover cure: Tapping into global growth with thematic equities
Janus Henderson’s recent Global Investment Summit explored growth drivers in equities, noting record levels of innovation in healthcare and technology as well as developments in real estate and sustainability.
Identifying AI opportunities in healthcare
Artificial intelligence is only beginning to make inroads into the healthcare sector. Here’s how investors might benefit today.
Why healthcare stocks could catch a break this election year
The sector has historically underperformed in the lead-up to U.S. presidential elections, but that may not be the case in 2024.
Global Perspectives: Investing in the small- and midsize healthcare companies innovating for a graying world
How healthcare’s small- and mid-cap companies could benefit from one of today’s key macroeconomic growth drivers: aging populations.
Healthcare’s small- and mid-cap opportunities amid aging populations
With populations in some of the largest economies quickly graying, innovative small- and mid-cap healthcare companies could deliver new growth opportunities for investors.
Research in Action: Healthcare’s setup for 2024 strengthens
With depressed valuations and accelerating innovation, we believe the sector offers an attractive combination for long-term investors.