Diversifying Growth: Investing for a Changing Market – Janus Henderson – 2.28.25

Summary:

On Demand CE

In the last decade, the largest stocks have dominated the market more than ever before, resulting in extreme concentration and narrow leadership. However, rapid advancements in technology and a shifting economy are allowing new leaders to emerge. We believe now is the time to look beyond passive market indexes and start investing smarter.

Join our webcast with Portfolio Managers Nick Schommer and Brian Recht as they cover:

• Harnessing the forces shaping our future: secular themes which appear poised to drive the next wave of growth − artificial intelligence, healthcare innovation, the digitization wave, the implications of deglobalization, and the pivotal role of cloud technology.
• Finding tomorrow’s leaders: the importance of identifying companies we believe are poised for exponential growth, with innovative business models and the ability to disrupt industries.
• Building diverse growth portfolios: our focus is on creating client portfolios that are not only designed to be resilient in the face of market volatility but are also dynamic with long-term growth potential.

Accepted for 1 CFP^® / IWI / CFA CE Credit

Speakers:

Nick Schommer is a Portfolio Manager at Janus Henderson Investors Prior to joining Janus in 2013 Nick spent a year working as an associate portfolio manager at Thornburg Investment Management Before that, he was a research analyst at Marsico Capital Management for more than four years, leading the coverage of the financial services sector on a global basis Previous to his investment management career, Nick was a captain in the United States Army and served in Iraq and Kuwait He was awarded the Bronze Star Medal for exceptionally distinguished service during Operation Iraqi Freedom.

Nick received his Bachelor of Science degree in chemistry from the United States Military Academy at West Point, where he was recognized as a Distinguished Cadet and Phi Kappa Phi He earned his MBA from the University of California Los Angeles, Anderson School of Management, where he was a Student Investment Fund Fellow Nick holds the Chartered Financial Analyst designation and has 18 years of financial industry Experience.

Brian Recht is a Portfolio Manager at Janus Henderson Investors He was an assistant portfolio manager from 2020 Additionally, he serves as a Research Analyst primarily focused on companies in the Communications and Consumer sectors Prior to joining Janus in 2015 as a research analyst, Brian was an associate consultant with Bain Co where he primarily spent time in the private equity group.

Brian received his Bachelor of Arts degree in government from Dartmouth College, where he graduated summa cum laude and Phi Beta Kappa He earned his MBA from the Stanford Graduate School of Business and his Juris Doctor from Stanford Law School Brian has 14 years of financial industry experience.

Colin Dougherty is an equity Product Specialist at Janus Henderson Investors, a position he has held from 2023 He joined the firm as an investment writer in 2019 and was promoted to senior investment writer in 2021 working with equity portfolio management teams to produce thought leadership content Before that, Colin held several roles at ICON Advisers from 2006 most recently as director of marketing from 2014 He began his investment career at Cambridge Associates in 2003 and served in associate positions, then later becoming an investment performance analyst.

Colin received a BA degree in economics from Washington and Lee University He has 22 years of financial industry experience.