Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
The Janus Henderson Forty Fund underperformed in Q4 2025 with a 0.27% return, hindered by short-term volatility in AI infrastructure holdings Oracle and Eaton. However, the managers maintain a highly optimistic outlook for 2026, backed by rate cuts, robust secular trends, and strong healthcare innovators.
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The Janus Henderson Forty Fund underperformed in Q4 2025 with a 0.27% return, hindered by short-term volatility in AI infrastructure holdings Oracle and Eaton. However, the managers maintain a highly optimistic outlook for 2026, backed by rate cuts, robust secular trends, and strong healthcare innovators.
