基本資料

投資策略

基金的投資目標是長期資本增長。基金利用「價值」投資法，主要投資於具有長期資本增長潛力的普通股，側重於Janus認為股價相對於其內在價值顯得偏低的公司。

基金經理人

• Preloger Kevin
• 資歷 1年(2021-09-30 至今)

• Kevin Preloger is a Portfolio Manager at Janus Henderson Investors and co-leads the SMID Value Team. He is responsible for co-managing the US Mid Cap Value and US SMID Cap Value strategies. Kevin joined the firm in 2002 as a research analyst covering the financial services sector. He was named co-portfolio manager of the US Mid Cap Value strategy in 2013 and the US SMID Cap Value strategy in 2017. Prior to joining the firm, he worked as an analyst at ABN AMRO/LaSalle Bank Wealth Management and covered the financial services and technology sectors during his five-year tenure at the firm.
  Kevin received his bachelor of arts degree in economics from Northwestern University. He has 26 years of financial industry experience.

• Tugman Justin
• 資歷 1年(2021-09-30 至今)

• Justin Tugman is a Portfolio Manager at Janus Henderson Investors and co-leads the SMID Value Team. He is responsible for co-managing the US Small Cap Value, US Mid Cap Value, and US SMID Cap Value strategies. He has co-managed the US Small Cap Value strategy since 2009, the US Mid Cap Value strategy since 2015, and the US SMID Cap Value strategy since 2017. Justin served as a research analyst through 2012, covering the energy and utility sectors upon joining the firm in 2004. Prior to that, he worked at Simmons & Company International as an analyst covering the energy sector during his four-year tenure at the firm. 
  Justin received his bachelor of science degree in finance from the University of Wyoming and an MBA with a concentration in finance from Tulane University. He holds the Chartered Financial Analyst designation and has 23 years of financial industry experience.

基金費用

聯絡資訊