Janus Henderson Concentrated Growth Managed Account Q1 2026 Commentary
The Janus Henderson Concentrated Growth Managed Account reported a gross return of -11.06% for Q1 2026, underperforming the Russell 1000® Growth Index, which returned -9.78%. Stock selection in the consumer discretionary sector negatively impacted performance, while the industrials sector provided some positive contributions. The firm is actively seeking opportunities to leverage market volatility for potential investment gains.
- ▪The Portfolio returned -11.06% (gross) and the Russell 1000® Growth Index returned -9.78%.
- ▪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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