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The Catalysts Behind Small Cap Outperformance
by Jonathan Coleman, Aaron Schaechterle of Janus Henderson Investors, 9/11/26

Portfolio Managers Jonathan Coleman and Aaron Schaechterle outline why they believe momentum in small-cap stocks relative to large caps can continue, highlighting favorable earnings growth prospects, appealing relative valuations, and other structural tailwinds.

Optimism for a Renewed Focus on Fundamentals in Small- and Mid-Cap Growth
by Jonathan Coleman, CFA Portfolio Manager of Janus Henderson Investors, 12/30/20

Portfolio Manager Jonathan Coleman discusses why a return to normalcy following the COVID-19 crisis could support small- and mid-cap equities and lead to a broadening of the market.

Stay the Course in Small Caps
by Jonathan Coleman of Janus Henderson Investors, 10/30/14
Small-cap stocks sold off in the third quarter, but now is not the time to abandon the market cap segment. In this article, Jonathan Coleman, Co-Portfolio Manager of the Janus Venture Fund, gives his perspective on current small-cap valuations, and why an allocation to small caps is beneficial in an environment where the U.S. economy is on stronger footing than the rest of the world.

A Gross Underestimate
by Jonathan Coleman, Soonyong Park of Janus Henderson Investors, 2/4/13
As we enter 2013, we felt it would be an appropriate time to revisit one of last years most controversial predictions of future equity performance. We acknowledge that equities in general may not continue to deliver the same real rate of return they have over the last century; however, we believe the glum outlook for the asset class forecasted by Bill Gross last year misses the mark. Our estimates of future equity returnsbased on three different approachesall point to a meaningfully higher forecast than Gross' pessimistic prediction.

A Gross Underestimate
by Jonathan Coleman and Soonyong Park of Janus Henderson Investors, 2/1/13
The glum outlook for the asset class forecasted by Bill Gross last year misses the mark. Our estimates of future equity returnsbased on three different approachesall point to a meaningfully higher forecast than Gross pessimistic prediction.

Growth for the Long Run
by Jonathan Coleman, Brian Demain, Nick Thompson of Janus Henderson Investors, 9/21/12
"I skate to where the puck is going, not where its been." Wayne Gretzky. Many investors would love to be as successful as The Great One when it comes to their portfolios. Yet investors are often heavily influenced by the past, losing sight of where they need to be going. This seems to be especially true today: mistrust of equities is running high after a decade of disappointing returns and excessive volatility.
6 results found.