Janus Henderson
Janus Henderson Group is a leading global active asset manager dedicated to helping clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. As of September 30, 2024, Janus Henderson had approximately £285.0 billion* in assets under management, more than 2,000 employees, and offices in 24 cities worldwide. *as at 30th September 2024
Introducing the Investment Managers
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.
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.
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.
What does Janus Henderson manage for Omnis?
The Omnis US Smaller Companies Fund invests in a diversified portfolio of stocks from smaller companies in the US. It uses fundamental analysis to unearth companies that the manager believes have been undervalued by the markets despite having solid business plans, financial flexibility and strong leadership teams.
Why did Omnis pick Janus Henderson to run this fund?
Janus Henderson have proven expertise in identifying high-quality, smaller US companies with strong growth potential. The portfolio manager has over three decades of investment experience and is supported by a dedicated team of small and mid-cap analysts, with 18 years average experience. The dedicated team support provides deep, specialised fundamental research on small-mid-cap companies early in their life cycle that have the potential to grow into mid-size companies. Omnis was impressed with the team’s disciplined investment process, which combines a focus on fundamental research with a strong emphasis on valuation. The team at Janus Henderson seeks companies with a competitive advantage and sustainable financial productivity, such as high return on capital and robust cash flow generation, while carefully considering the price paid relative to intrinsic value.