LongDEZAug 2026
DEUTZ AG
DEUTZ is diversifying beyond its traditional off-highway engine business into energy and defence, areas the managers believe offer higher growth potential. Its shares were helped…
Janus Henderson European Smaller Companies Fund
Actively managed European ex-UK small-cap equity strategy using management research and quantitative filters to find robust business models, competitive advantages and sustainable returns.$655M AUM4 published ideas
The fund targets long-term capital growth through a diversified portfolio of smaller European companies, generally from the bottom quarter of their markets by size. The letter reports total net assets of GBP 483.67 million; using the 31 August 2026 GBP/USD close of 1.3549 implies approximately USD 655.32 million. ([Exchange Rates UK][1])
Ideas from Janus Henderson European Smaller Companies Fund
LongBETCOAug 2026
Better Collective A/S
The fund initiated a new position in Better Collective, a digital sports-media company serving iGaming operators. The managers like its expansion into the high-growth predictions…
LongBETCOAug 2026
Better Collective A/S
The fund initiated a new position in Better Collective, a digital sports-media company serving iGaming operators. The managers like its expansion into the high-growth predictions…
LongDEZAug 2026
DEUTZ AG
DEUTZ is diversifying beyond its traditional off-highway engine business into energy and defence, areas the managers believe offer higher growth potential. Its shares were helped…
Letters covered
- European Smaller Companies Fund Monthly CommentaryAugust 31, 2026
- European Smaller Companies Fund Monthly CommentaryAugust 31, 2026
Source PDFs are not republished here; only extracted ideas and quotes.