Janus Henderson Investors, an investment management company, released its “Global Sustainable Equity Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the fourth quarter of 2025, global equity markets experienced a significant upswing, with many indices hitting new all-time highs. Resilient equity markets, favorable monetary policies, and ongoing momentum in AI and electrification trends supported this positive investment environment. The firm maintained a focus on high-quality companies that have strong competitive advantages and align with multi-year secular trends, strategically positioning the portfolio to effectively manage both opportunities and challenges in the shifting investment landscape. The fund returned -1.72% during the quarter, underperforming the MSCI World Index’s 3.12% gain. Stock selection in healthcare and a lower allocation to real estate enhanced relative performance, while stock selection made in industrials and financials negatively impacted results. Please review the Strategy’s top five holdings to gain insights into their key selections for 2025.
In its fourth-quarter 2025 investor letter, Janus Henderson Investors Global Sustainable Equity Fund highlighted Keysight Technologies, Inc. (NYSE:KEYS) as a notable contributor. Keysight Technologies, Inc. (NYSE:KEYS) designs and manufactures electronic design and test solutions for communications, electronics, and aerospace and defense (A&D) industries. On March 27, 2026, Keysight Technologies, Inc. (NYSE:KEYS) stock closed at $279.06 per share. One-month return of Keysight Technologies, Inc. (NYSE:KEYS) was -10.92%, and its shares gained 86.33% over the past 52 weeks. Keysight Technologies, Inc. (NYSE:KEYS) has a market capitalization of $47.86 billion.
Janus Henderson Investors Global Sustainable Equity Fund stated the following regarding Keysight Technologies, Inc. (NYSE:KEYS) in its fourth quarter 2025 investor letter:
“The largest positive contributors at the stock level included TSMC, Keysight Technologies, Inc. (NYSE:KEYS), and Knorr-Bremse. Keysight is an electronic design and testing company at the heart of the digital revolution, providing solutions to help accelerate innovation in industries such as communications, networking, electronics, semiconductor, automotive, aerospace, and battery manufacturing. The company delivered a material acceleration in order growth and guided meaningfully above consensus, with core order growth reaching double digits and broad-based strength across its segments. Keysight offers a lower-beta, defensive way to participate in the AI infrastructure build-out, with earnings momentum just starting to turn.”
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, 51 hedge fund portfolios held Keysight Technologies, Inc. (NYSE:KEYS) at the end of the fourth quarter, up from 44 in the previous quarter. Keysight Technologies, Inc. (NYSE:KEYS) revenue grew 23% on a reported basis in the first quarter of fiscal 2026 to $1.60 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 BBH Select Series – Mid Cap Fund’s views on the company. In addition, please check out our hedge fund investor letters Q4 2025 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.
