Janus Henderson Concentrated All Cap Growth Managed Account Q1 2026 Commentary
The Janus Henderson Concentrated All Cap Growth Managed Account reported a gross return of -11.35% for Q1 2026, underperforming the Russell 3000® Growth Index, which returned -9.54%. The portfolio's performance was negatively impacted by stock selection in the consumer discretionary sector, while an overweight in industrials contributed positively. The management team is actively seeking opportunities to leverage market volatility for potential investment gains.
- ▪The Portfolio returned -11.35% (gross) and the Russell 3000® Growth Index returned -9.54%.
- ▪Stock selection in the consumer discretionary sector detracted from relative performance.
- ▪Stock selection and an overweight in the industrials sector contributed positively.
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