Janus Henderson Investors, an investment management company, released its “Janus Henderson Forty Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund returned 19.34% in the second quarter, compared to the Russell 1000 Growth Index’s 17.84% return. Stock selection in the information technology and industrials sectors contributed to the relative performance of the fund in the quarter, while stock selection and an overweight in healthcare detracted. US equities delivered strong results in the second quarter despite early tariff worries in...
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