The Power of Dynamic Fixed Income Sector Allocation in Today’s Markets – Janus Henderson Investors – 3.5.19

Summary:

Now On Demand.

The last five years have been disorienting for fixed income investors. The extended credit cycle, rising interest rates and geopolitical tensions have often caused investors to take on additional risks, or often just trade interest rate risk for credit risk in their quest for yield. This market environment has highlighted the importance of well-diversified strategies like the Janus Henderson Multi-Sector Income Fund (JMUIX). This Fund dynamically allocates across sectors, without merely relying on a single sector such as high yield, emerging market debt or bank loans to provide returns.

This webcast will cover:

• Generating attractive yields without taking on excessive risks
• Uncovering attractive risk-adjusted opportunities within the credit and securitized markets
• Navigating market volatility in rates and credit spreads utilizing active asset allocation

Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.

Speakers:

John Kerschner is Head of U.S. Securitized Products at Janus Henderson Investors and a Portfolio Manager of the Multi-Sector Income strategy and Mortgage-Backed Securities ETF. He also has co-managed the fixed income portion of the Perkins Value Plus Income strategy since 2018. In his role as Head of U.S. Securitized Products, Mr. Kerschner primarily focuses on mortgage-backed securities and other structured products. Prior to joining Janus in 2010, Mr. Kerschner was director of portfolio management at BBW Capital Advisors. Before that, he worked for Woodbourne Investment Management, where he was global head of credit investing. Mr. Kerschner began his career at Smith Breeden Associates as an assistant portfolio manager and was promoted several times over 12 years, becoming a principal, senior portfolio manager and director of the ABS-CDO group.

Mr. Kerschner received his bachelor of arts degree in biology from Yale University, graduating cum laude. He earned his MBA from Duke University, Fuqua School of Business, where he was designated a Fuqua Scholar. Mr. Kerschner holds the Chartered Financial Analyst designation and has 29 years of financial industry experience.

John Lloyd is Co-Head of Global Credit Research and a Portfolio Manager at Janus Henderson Investors responsible for managing the Multi-Sector Income strategy. He has held these positions since 2009 and 2014, respectively. He also has co-managed the fixed income portion of the Perkins Value Plus Income strategy since 2018. Mr. Lloyd joined Janus as a research analyst in 2005. Prior to that, he worked as a private equity associate at H.I.G. Capital in Miami and at Willis Stein & Partners in Chicago. Earlier in his career, Mr. Lloyd was an investment banking analyst for Deutsche Banc Alex. Brown.

Mr. Lloyd received his bachelor of arts degree in economics from the University of Michigan and his MBA from Dartmouth College, Tuck School of Business. Mr. Lloyd has 21 years of financial industry experience.

Steve Preikschat is a Client Portfolio Manager for fixed income strategies at Janus Henderson Investors. Over the past decade, Mr. Preikschat served as global head of fixed income product strategy and co-head of global product management at Janus Capital Group. Prior to joining Janus, Mr. Preikschat was vice president and institutional product manager for the Franklin Templeton fixed income group. Before that, Mr. Preikschat was a senior analyst with Innovest and Great-West Retirement Services (now Empower Retirement).

Mr. Preikschat received his bachelor of arts degree in economics from Whitman College, where he graduated with distinction and was captain of the varsity soccer team. He holds the Chartered Financial Analyst designation and has 20 years of financial industry experience.