JANX - Janus Henderson Global Life Sciences Diversified ADR Managed Account Q1 2025 Commentary
2025-05-20 09:10:00 ET
Summary
- The Portfolio returned 1.36% (gross) and the MSCI World Health Care Index SM returned 5.29%.
- Positioning in biotechnology weighed on relative returns, while an underweight to life sciences tools and services contributed to performance.
- Despite near-term healthcare policy uncertainty, we believe the sector’s innovation remains intact and that its defensive qualities will continue to appeal to investors.
...
Janus Henderson Global Life Sciences Diversified ADR Managed Account Q1 2025 Commentary