Janus Henderson Investors, an investment management company, released its first-quarter 2026 investor letter for the “Global Sustainable Equity Fund”. A copy of the letter can be downloaded here. 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 exposure also impacted results. The year began positively, but a sharp decline followed, largely due to the conflict between the U.S. and Israel with Iran, as well as concerns about AI disruption and overinvestment. Despite this volatility, energy emerged as the only strong performer. The firm remains committed to investing in companies with pricing power, durable franchises, and long-term themes that can withstand volatility and grow over time. For insights into their key selections for 2026, please review the Strategy’s top five holdings.
In its first-quarter 2026 investor letter, Janus Henderson Global Sustainable Equity Fund highlighted Keysight Technologies, Inc. (NYSE:KEYS) as a notable contributor. Keysight Technologies, Inc. (NYSE:KEYS) is a technology company that designs and manufactures electronic design and test solutions for communications, electronics, and aerospace and defense (A&D) industries. On June 24, 2026, Keysight Technologies, Inc. (NYSE:KEYS) closed at $351.30 per share. One-month return of Keysight Technologies, Inc. (NYSE:KEYS) was 3.59%, and its shares gained 112.99% over the past 52 weeks. Keysight Technologies, Inc. (NYSE:KEYS) has a market capitalization of $60.04 billion.
Janus Henderson Global Sustainable Equity Fund stated the following regarding Keysight Technologies, Inc. (NYSE:KEYS) in its Q1 2026 investor letter:
“At the stock level, the largest contributors to relative performance included Keysight Technologies, Inc. (NYSE:KEYS), TSMC, and Boralex. Keysight reported strong earnings above expectations, with order growth rising over 30% year-on-year. Management also significantly upgraded revenue growth forecasts. Keysight provides electronic design and testing solutions across semiconductors, aerospace, and batteries, benefiting from multiple secular tailwinds including AI-driven infrastructure, advanced communications and networking, and electrification across several sectors.”
Keysight Technologies, Inc. (NYSE:KEYS) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 66 hedge fund portfolios held Keysight Technologies, Inc. (NYSE:KEYS) at the end of the fourth quarter, up from 51 in the previous quarter. Keysight Technologies, Inc. (NYSE:KEYS) revenue grew 31% on a reported basis in the second quarter of fiscal 2026 to $1.72 billion. While we acknowledge the risk and potential of Keysight Technologies, Inc. (NYSE:KEYS) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Keysight Technologies, Inc. (NYSE:KEYS) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
In another article, we covered Keysight Technologies, Inc. (NYSE:KEYS) and shared Madison Large Cap Fund’s views on the company. In addition, please check out our hedge fund investor letters Q1 2026 page for more investor letters from hedge funds and other leading investors.
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Disclosure: None. This article is originally published at Insider Monkey.
