)

Janus Henderson Group (JHG) investor relations material
Janus Henderson Group Investor Update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Strategic and operational overview
Net asset value declined by 5.1% and share price fell 2.3%, underperforming the benchmark by 10.1%.
Dividend increased by 3.7% year-on-year, marking the 22nd consecutive year of growth.
Active share buyback program narrowed the discount to NAV, with nearly 15% of shares repurchased in the past year.
Leadership transition as Neil Hermon retires after 22 years, with Indriyati van Hien taking over as sole Fund Manager.
The team is being strengthened with a new hire and continued collaboration across Janus Henderson’s investment teams.
Portfolio positioning and investment process
Focus remains on bottom-up stock picking, targeting quality growth at reasonable prices (GARP), with a refined sell discipline.
Portfolio is being streamlined, reducing the number of holdings to focus on high-conviction positions.
Top 10 holdings represent about 30% of the portfolio, diversified across sectors like defense, construction, and financials.
Emphasis on companies with strong cash generation, prudent capitalization, and higher growth than the benchmark.
ESG integration and collaboration with a dedicated ESG team support non-financial risk assessment.
Market environment and outlook
UK small caps have underperformed large caps, but the asset class is seen as undervalued and primed for re-rating.
The UK market trades at a significant discount to global peers, with domestic-focused stocks especially cheap.
Recent government actions—resetting EU relations, deregulating financial services, and planning reform—are expected to stimulate investment.
Confidence, fiscal stability, and potential rate cuts are key to unlocking performance in the sector.
M&A activity and abating outflows signal renewed interest in UK equities, with small caps poised to benefit.
Next Janus Henderson Group earnings date

Next Janus Henderson Group earnings date

The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
)
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
)
I can't remember the last time an app had such a positive impact on my investment process.
)
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
)
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
I can't remember the last time an app had such a positive impact on my investment process.
)
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
)
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
)
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage