Janus Henderson Investors, an investment management company, released its “Janus Henderson Contrarian Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here. The fund returned -1.92% in the second quarter, compared to the S&P 500® Index’s 4.28% return. Along with an accommodative monetary policy, the profits forecast for companies other than the mega-cap tech giants is improving and may act as a catalyst to expand market returns. In addition, please check the fund’s top five holdings to know its best picks in 2024.
Janus Henderson Contrarian Fund...
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