Janus Henderson Global Sustainable Equity (ADR) Managed Account Q3 2025 Portfolio Review

Janus Henderson Investors 3.6K Follower s Follow 5 Share Save Play ( 6min ) Comments Summary Janus Henderson Global Sustainable Equity (ADR) Managed Account portfolio’s underweight positions in consumer staples, healthcare, and real estate were beneficial on a relative basis. At the stock level, the largest relative contributors included cables company Prysmian, electrical components manufacturer TE Connectivity, and TSMC. The biggest relative detractors included audio-streaming service Spotify, insurance company Intact Financial, and building products company Saint-Gobain. Weedezign/iStock via Getty Images The following segment was excerpted from the Janus Henderson Global Sustainable Equity (ADR) Managed Account Q3 2025 Commentary . Stock selection – particularly in financials and communication services – drove relative underperformance. Some of the portfolio’s top-performing companies in the first This article was written by Janus Henderson Investors 3.6K Follower s Follow Janus Henderson Investors exists to help clients achieve their long-term financial goals. Formed in 2017 from the merger between Janus Capital Group and Henderson Global Investors, we are committed to adding value through active management. For us, active is more than our investment approach – it is the way we translate ideas into action, how we communicate our views and the partnerships we build in order to create the best outcomes for clients. While our investment managers have the flexibility to follow approaches best suited to their areas of expertise, overall our people come together as a team. This is reflected in our Knowledge. Shared ethos, which informs the dialogue across the business and drives our commitment to empowering clients to make better investment and business decisions.www.janushenderson.com

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