Janus Henderson Overseas ADR Managed Account Q4 2024 Commentary
Source: SeekingAlpha
2025-02-15 02:10:00 ET
Summary
- The Janus Henderson Overseas ADR Managed Account Portfolio returned -4.85% (gross) and the MSCI All Country World ex USA IndexSM returned -7.50%.
- Stock selection in the communication services sector contributed to relative performance.
- Stock selection in the consumer staples sector detracted.
- We remain on the lookout for pockets of opportunity where we believe the market has underestimated the potential for freecash-flow growth.
Investment environment
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Janus Henderson Overseas ADR Managed Account Q4 2024 Commentary
Royal Bk Scotland Grpplc
NASDAQ: RBSpF
RBSpF Trading
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