LongNOWAug 2026
ServiceNow, Inc.
ServiceNow rebounded after being treated as a potential AI casualty, but the fund sees evidence that AI is instead accelerating growth. Second-quarter results were strong…
Janus Henderson Global Sustainable Equity Fund
Global sustainability-focused growth-equity strategy investing in companies aligned with environmental and social themes and selected for attractive long-term financial prospects.$2.3B AUM14 published ideas
The fund seeks long-term capital growth by investing globally in companies that contribute to positive environmental or social change, with a bias toward growth equities. The letter reports total net assets of GBP 1.69 billion; using the 31 August 2026 GBP/USD close of 1.3549 implies approximately USD 2.290 billion. ([Exchange Rates UK][1])
Ideas from Janus Henderson Global Sustainable Equity Fund
LongSAPAug 2026
SAP SE
SAP's shares had previously reacted negatively to concerns about the timing of AI commercialisation, but the fund points to a strong cloud backlog as evidence that product demand…
LongSPOTAug 2026
Spotify Technology S.A.
Spotify delivered solid second-quarter results with strong subscriber growth, record margins and upbeat guidance, while also expanding its buyback programme. Management is…
LongAPTVAug 2026
Aptiv PLC
Aptiv sold off after weaker-than-expected revenue and a cut to full-year guidance, which raised concerns about profitability, but the fund says its investment case remains…
Long8766Aug 2026
Tokio Marine Holdings, Inc.
Tokio Marine's results disappointed the market because underwriting costs from natural disasters increased, but the fund says this does not alter its thesis. The managers expect…
LongSTXAug 2026
Seagate Technology Holdings plc
Seagate declined on profit-taking and broader concern about elevated technology valuations, but the fund views the weakness as short term. The investment case centres on HAMR…
LongVRSKAug 2026
Verisk Analytics, Inc.
After strong performance in some AI beneficiaries, the fund trimmed risk and redeployed into businesses it believes were unfairly penalised. Verisk was specifically added as a…
LongNOWAug 2026
ServiceNow, Inc.
ServiceNow rebounded after being treated as a potential AI casualty, but the fund sees evidence that AI is instead accelerating growth. Second-quarter results were strong…
LongSAPAug 2026
SAP SE
SAP's shares had previously reacted negatively to concerns about the timing of AI commercialisation, but the fund points to a strong cloud backlog as evidence that product demand…
LongSPOTAug 2026
Spotify Technology S.A.
Spotify delivered solid second-quarter results with strong subscriber growth, record margins and upbeat guidance, while also expanding its buyback programme. Management is…
LongAPTVAug 2026
Aptiv PLC
Aptiv sold off after weaker-than-expected revenue and a cut to full-year guidance, which raised concerns about profitability, but the fund says its investment case remains…
Long8766Aug 2026
Tokio Marine Holdings, Inc.
Tokio Marine's results disappointed the market because underwriting costs from natural disasters increased, but the fund says this does not alter its thesis. The managers expect…
LongSTXAug 2026
Seagate Technology Holdings plc
Seagate declined on profit-taking and broader concern about elevated technology valuations, but the fund views the weakness as short term. The investment case centres on HAMR…
LongVRSKAug 2026
Verisk Analytics, Inc.
After strong performance in some AI beneficiaries, the fund trimmed risk and redeployed into businesses it believes were unfairly penalised. Verisk was specifically added as a…
Letters covered
- Global Sustainable Equity Fund Monthly CommentaryAugust 31, 2026
- Global Sustainable Equity Fund Monthly CommentaryAugust 31, 2026
Source PDFs are not republished here; only extracted ideas and quotes.