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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.
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Investor Update summary17 Sep, 2025

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.

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Frequently asked questions

Janus Henderson Group plc is a leading global active asset manager. The company provides its clients with access to a range of differentiated, high-conviction investment solutions managed by specialist investment teams with expertise in equities, fixed income, multi-asset and alternative asset classes across developed and emerging markets.

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