Janus Henderson Research Fund returned -10.68% and the Russell 1000® Growth Index returned -9.78%.
Stock selection in the consumer staples sector detracted from relative performance, while stock selection in the healthcare sector contributed.
We continue to seek out companies with high-quality business models and balance sheets, robust cash flow, and proven management teams.
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Portfolio management
Joshua Cummings, CFA
John Jordan
Investment environment
Equity markets experienced volatility in the first quarter, as artificial intelligence (AI) exuberance gave way to anxiety. Early in the quarter, investors grew more cautious about the valuations and capital spending
