Introducing the Investment Managers
Jonathan Coleman
CFA - Portfolio Manager
Jonathan Coleman is a Portfolio Manager on the US Small/Mid-Cap Growth Team at Janus Henderson Investors, a position he has held since 2013. From 2006 to 2013, Jonathan served as chief investment officer, equities. He joined Janus in 1994. Prior to that, he was a Fulbright Fellow in Costa Rica researching economic integration in Central America.
Jonathan received his Bachelor of Arts degree in political economy and Spanish from Williams College, where he graduated Phi Beta Kappa. He holds the Chartered Financial Analyst designation and has 30 years of financial industry experience.
Janus Henderson
Aaron Schaechterle
Portfolio Manager & Research Analyst
Aaron Schaechterle is a Portfolio Manager on the US Small/Mid-Cap Growth Team at Janus Henderson Investors. Additionally, he serves as a Research Analyst, focused on the Industrials & Materials and Technology sectors. Aaron previously worked with the team from 2014 until 2021. He re-joined the firm in 2022 from Glaukos Corporation, an ophthalmic medical technology and pharmaceutical company, where he was a vice president of corporate strategy & development from 2021. Prior to joining Janus in 2014, he worked at GTCR, a Chicago-based private equity firm. Before that, he served as an investment banking analyst for Barclays Capital and Lincoln International.
Aaron earned a Bachelor of Business Administration degree in finance from the University of Iowa. He received an MBA from Harvard Business School, graduating with high distinction as a Baker Scholar. Aaron has 17 years of financial industry experience.
Janus Henderson
Scott Stutzman
Portfolio Manager & Research Analyst
Scott Stutzman is a Portfolio Manager on the US Small/Mid-Cap Growth Team at Janus Henderson Investors. He is also a Research Analyst covering the industrials & materials sector. Prior to joining Janus in 2007, Scott worked as an analyst for The Boston Company, where he researched investments for the Dreyfus Founders Mid-Cap Growth Fund, covering industrials, health care, and consumer sectors. Before that, he served as an analyst for Gulfco Ltd., analysing leveraged buyout transactions and providing strategic analysis for portfolio companies. Earlier in his career, Scott worked as a principal at GEN 3 Partners and as an associate at Booz, Allen & Hamilton.
Scott received his Bachelor of Science degree in industrial engineering and management sciences from Northwestern University and his MBA with a concentration in finance from Columbia University, where he graduated Beta Gamma Sigma. Scott holds the Chartered Financial Analyst designation and has 23 years of financial industry experience.
Janus HendersonInvestment Policy
The sub-fund intends to invest at least 70% in the equity securities of smaller US companies defined as those which are domiciled, incorporated or have a significant exposure to the US and which have a market capitalisation no greater than the largest company in the Russell 2500 TR index at the time of the fund’s investment.
The fund may also invest in other transferable securities (for example, equity securities of other international companies), units in collective investment schemes (including schemes managed and operated by the ACD or its associates), money market instruments, warrants, cash, near cash and deposits as detailed in the Prospectus.
Derivatives may be used for the purposes of hedging and efficient portfolio management.