Janus Henderson US Growth Fund I Acc
|Alphabet Inc A||6.27 %|
|Microsoft Corp||5.43 %|
|Visa Inc Class A||5.41 %|
|The Walt Disney Co||4.05 %|
|Thermo Fisher Scientific Inc||4.01 %|
|Intuit Inc||3.42 %|
|Salesforce.com Inc||3.21 %|
|Costco Wholesale Corp||3.21 %|
|Intercontinental Exchange Inc||3.18 %|
|The Home Depot Inc||3.07 %|
|United States||94.73 %|
|Consumer Cyclical||18.62 %|
|Financial Services||15.96 %|
|Basic materials||5.61 %|
A. Douglas Rao
"Doug Rao is a Portfolio Manager at Janus Henderson Investors responsible for co-managing the Concentrated Growth and Concentrated All Cap Growth strategies since 2013. From 2005 to 2012, he held several positions while working for Marsico Capital, starting as an analyst and moving into a portfolio management role. He began managing the Marsico Flexible Capital strategy in 2007 and co-managing the Marsico Focus and the Marsico Growth strategies in 2010. Prior to his tenure at Marsico Capital, Doug was a senior analyst at Trust Company of the West from 2000 to 2005. Doug received his bachelor of arts degree in history from the University of Virginia and his MBA from the University of California – Los Angeles.
Nick Schommer is a Portfolio Manager at Janus Henderson Investors and has managed the Opportunistic Alpha strategy since 2017. He has also co-managed the Concentrated Growth and Concentrated All Cap Growth strategies since 2016. Prior to joining Janus in 2013, Nick spent a year working as an associate portfolio manager at Thornburg Investment Management. Before that, he was a research analyst at Marsico Capital Management for more than four years, leading the coverage of the financial services sector on a global basis. Previous to his investment management career, Nick was a captain in the United States Army and served in Iraq and Kuwait. He was awarded the Bronze Star Medal for exceptionally distinguished service during Operation Iraqi Freedom. Nick received his bachelor of science degree in chemistry from the United States Military Academy at West Point, where he was recognised as a Distinguished Cadet and Phi Kappa Phi. He earned his MBA from the University of California – Los Angeles, Anderson School of Management, where he was a Student Investment Fund Fellow. Nick holds the Chartered Financial Analyst designation.
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