Finding Resiliency in Large-Cap Growth Amid the Global Pandemic – Janus Henderson Investors – 5.8.20

Summary:

Now On Demand.

The COVID-19 coronavirus pandemic is a humanitarian crisis, affecting millions of people. It is also causing a global recession, potentially ending the longest U.S. stock market run in history.

In this timely webcast, Portfolio Manager Doug Rao will share his thoughts on why large-cap growth companies are positioned to succeed in this unprecedented crisis and how clients can adapt to the fluid dynamics of equity markets. Topics to be discussed include:

• Risks and opportunities resulting from changing economic and market conditions
• Accelerating secular themes due to the global lockdown
• Strategic instead of tactical thinking and how long investing time horizons can benefit investors

Speakers:

Doug Rao is a Portfolio Manager at Janus Henderson Investors responsible for co-managing the US Concentrated Growth and US Concentrated All Cap Growth strategies since 2013. From 2005 to 2012, he held several positions while working for Marsico Capital, starting as an analyst and moving into a portfolio management role. He began managing the Marsico Flexible Capital strategy in 2007 and co-managing the Marsico Focus and the Marsico Growth strategies in 2010. Prior to his tenure at Marsico Capital, Mr. Rao was a senior analyst at Trust Company of the West from 2000 to 2005.

Mr. Rao received his bachelor of arts degree in history from the University of Virginia and his MBA from the University of California – Los Angeles. He has 22 years of financial industry experience.

Michael McNurney is a Senior Product Specialist at Janus Henderson Investors responsible for fundamental equity strategies. In this role, he works closely with the investment team, representing fundamental, research-driven equity strategies for institutional and intermediary clients globally. Prior to this, Mr. McNurney was a fixed income specialist supporting Janus’ global macro and fundamental fixed income strategies. Previously, he assisted investments and business through a specialist role by leveraging information technology to drive greater effectiveness across the organization. Before joining Janus in 2004, Mr. McNurney spent four years at Invesco Funds Group and four years at OppenheimerFunds.

Mr. McNurney received a bachelor of arts degree in economics from the University of Northern Colorado. He has 24 years of financial industry experience.