Janus Henderson Investors, an investment management company, released its first-quarter 2026 investor letter for the “Global Sustainable Equity Fund”. In the quarter, the Fund returned -3.07%, slightly better than the MSCI World Index’s -3.57%. Strong stock selection in information technology, especially companies tied to artificial intelligence (AI) infrastructure, supported the relative performance. However, holdings sensitive to AI disruption fears underperformed, and minimal energy...
Janus Henderson Global Sustainable Equity Fund’s Q1 2026 Investor Letter
