Innovation Is Eating the World … Faster – Janus Henderson Investors – 4.21.21

Summary:

Fuel has been thrown on the flame of many of the secular trends that were driving market returns prior to COVID-19, dramatically accelerating the adoption of these themes. E-commerce, digital media and medical technology, to name a few, are trends creating opportunities for forward-thinking investors. Key takeaways include:

• How the magnitude and pace of change is higher than it has been at any point in human history
• How irreversibly accelerated secular themes are creating investment opportunities despite economic headwinds associated with COVID-19
• What to look for when seeking to take advantage of these themes in your investment portfolio

Speakers:

Andy Acker is a Portfolio Manager at Janus Henderson Investors, responsible for co-managing the Global Life Sciences strategy, a position he has held since 2007. He also serves as a Research Analyst and leads the firm’s Health Care sector research team. Mr. Acker served as assistant portfolio manager on the Global Life Sciences strategy from 2003 to 2007. He joined Janus in 1999 as a research analyst, focusing on companies in the biotechnology and pharmaceutical industries. Prior to Janus, he worked as a strategy consultant for the Boston Consulting Group and as a health care analyst for Morgan Stanley Venture Partners. Mr. Acker received his bachelor of science degree in biochemical sciences from Harvard University, graduating magna cum laude and Phi Beta Kappa. He also earned an MBA from Harvard Business School, graduating with honors. Mr. Acker holds the Chartered Financial Analyst designation and has 22 years of financial industry experience.

Denny Fish is a Portfolio Manager at Janus Henderson Investors, responsible for co-managing the Global Technology strategy, a position he has held since January 2016. He also serves as a Research Analyst and leads the firm’s Technology sector research team. Prior to rejoining Janus in 2016, Mr. Fish served as a technology equity analyst and co-portfolio manager at RS Investments. From 2007 to 2014, he was an equity research analyst and co-team leader of the Janus technology research sector team. Before he was first employed by Janus in October 2007, Mr. Fish was director and senior research analyst at JMP Securities covering enterprise software. Earlier in his career, he worked at Oracle Corporation as a technology sales manager. Mr. Fish received his bachelor of science degree in civil engineering from the University of Illinois and his MBA from the University of Southern California Marshall School of Business. He has 14 years of financial industry experience.

Michael McNurney is a Senior Product Specialist at Janus Henderson Investors responsible for fundamental equity strategies. In this role, he works closely with the investment team, representing fundamental, research-driven equity strategies for institutional and intermediary clients globally. Prior to this, Mr. McNurney was a fixed income specialist supporting Janus’ global macro and fundamental fixed income strategies. Previously, he assisted investments and business through a specialist role by leveraging information technology to drive greater effectiveness across the organization. Before joining Janus in 2004, Mr. McNurney spent four years at Invesco Funds Group and four years at OppenheimerFunds. Mr. McNurney received a bachelor of arts degree in economics from the University of Northern Colorado. He has 24 years of financial industry experience.