Some investors in the Janus Henderson Balanced Fund may soon receive proxy materials regarding an upcoming shareholder vote connected to a proposed transaction involving Janus Henderson Group , the parent company of the fund. Because proxy notices can sometimes be confusing, this article provides a brief overview of what the vote involves and what it may mean for investors. What Is Being Proposed Janus Henderson Group has agreed to be acquired by a group of institutional investors and taken...

As part of our ongoing effort to strengthen our investment process, we want to share an update regarding the Strategic Asset Management (SAM) portfolios used in some client accounts. Expanding Our Investment Resources We recently engaged Horizon Investments as a strategic consultant. Horizon provides institutional-level research and asset allocation guidance, adding an additional layer of analytical support to our portfolio management process and enhancing the resources working on behalf of...

Good Morning The S&P 500 continues its impressive run, posting an 18.38% gain year-to-date, following 26.29% in 2023 and 25.02% in 2024.1 This marks only the second time in history the index has delivered three consecutive years of 20%+ returns — a feat last seen during the dot-com boom of the late 1990s.