Janus Henderson Growth And Income Managed Account Q1 2026 Commentary
The Janus Henderson Growth and Income Managed Account reported a gross return of -4.50% in Q1 2026, slightly underperforming the S&P 500 Index's -4.33%. Stock selection in technology and consumer discretionary sectors positively impacted performance, while underweighting energy and overweighting financials had a negative effect. The economic outlook remains positive due to significant investments in technology infrastructure and productivity gains from artificial intelligence.
- ▪The Portfolio returned -4.50% (gross) and the S&P 500® Index returned -4.33%.
- ▪Stock selection in the information technology and consumer discretionary sectors contributed to relative performance.
- ▪An underweight allocation to energy and overweight to financials detracted from performance.
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