Janus Henderson Mid Cap Growth Managed Account Q3 2025 Commentary

Janus Henderson Investors 3.61K Follower s Follow 5 Share Save Play ( 7min ) Comments Summary The Portfolio returned 4.36% (gross) and the Russell Midcap® Growth Index returned 2.78%. Stock selection in the information technology sector contributed to relative performance, while stock selection in the healthcare sector detracted. U.S. shares rose on positive corporate earnings news and hopes for Federal Reserve (Fed) rate cuts. Excitement around artificial intelligence (AI) was a strong driver of market gains, especially in sectors such as communication services. We remain committed to a disciplined, bottom-up investment approach that pursues growth opportunities while seeking to manage downside risk. Torsten Asmus/iStock via Getty Images At a glance Performance The Portfolio returned 4.36% (gross) and the Russell Midcap® Growth Index returned 2.78%. Contributors/detractors Stock selection in the information technology sector contributed to relative performance, while stock selection in the healthcare This article was written by Janus Henderson Investors 3.61K 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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