Janus Henderson Opportunistic Alpha Managed Account Q1 2025 Commentary
Source: SeekingAlpha
2025-05-20 12:32:00 ET
Summary
- The Portfolio returned -7.42% (gross) and the S&P 500® Index returned -4.27%.
- Stock selection in the information technology and industrials sectors detracted from relative performance, while stock selection in consumer staples and an overweight to healthcare contributed.
- Despite tariff-related volatility, we see opportunities to capitalize on market dislocations and attractive valuations as long-term investors.
Performance - USD (%)
Cumulative | Annualized | ||||||
Returns | 1Q25 | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since Inception (04/01/00) |
Composite (pure gross*) | -7.42 | -7.42 | 0.29 | 2.24 | 16.78 | 9.08 | 8.81 |
Composite (net) | -8.12 | -8.12 | -2.64 | -0.74 | 13.41 | 5.91 | 5.65 |
S&P 500 ® Index | -4.27 | -4.27 | 8.25 | 9.06 | 18.59 | 12.50 | 7.41 |
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Janus Henderson Opportunistic Alpha Managed Account Q1 2025 Commentary
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