Invest in the Power of Disruption: Innovation within Health Care, Technology, Consumer and Industrial Sectors – Janus Henderson – 9.25.18

Summary:

Join Janus Henderson Portfolio Managers Andy Acker and Denny Fish as they provide unique insights into patterns of innovation and how dynamic companies are leveraging disruption to create competitive advantages and shareholder value.

• How health care companies are addressing unmet medical needs and increasing efficiencies.
• How the technology sector is rewriting the operating system for the entire global economy.
• Exciting secular trends that are creating large multi-year opportunities in Internet, semiconductor and software stocks.

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 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 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 holds a bachelor of arts degree in economics from the University of Northern Colorado. He has 22 years of financial industry experience.