Long285A.TSep 2026
Kioxia Holdings Corporation
Janus Henderson initiated a holding in Kioxia during the quarter at a valuation it considered attractive. Kioxia makes NAND flash memory and solid-state drives, with a strong…
Janus Henderson Japan Opportunities Fund
Actively managed Japanese equity strategy investing in undervalued, cash-generative and capital-efficient businesses through fundamental stock selection.6 published ideas
The Janus Henderson Japan Opportunities Fund seeks long-term capital appreciation in a portfolio of Japanese companies. Manager Junichi Inoue emphasises valuation discipline, strong management, corporate efficiency and fundamental research while considering growth trends such as AI and corporate governance reform.
Ideas from Janus Henderson Japan Opportunities Fund
Long6098.TSep 2026
Recruit Holdings Co. Ltd.
Recruit Holdings is a human-resources technology business whose premium sponsored-jobs service uses AI to reduce hiring times for employers. Stronger-than-expected first-quarter…
Long4733.TSep 2026
OBIC Business Consultants Co. Ltd.
OBIC Business Consultants benefits from its competitive position in business software and a favourable mix of higher-margin activities. Growth in these segments improved profit…
Long6981.TSep 2026
Murata Manufacturing Co. Ltd.
Murata Manufacturing is among the fund’s holdings exposed to the AI-related electronics and semiconductor value chain. Its shares weakened after the sector’s earlier gains, but…
Long4186.TSep 2026
Tokyo Ohka Kogyo Co. Ltd.
Tokyo Ohka Kogyo is held as a Japanese participant in the semiconductor-related AI investment theme. It was a detractor after the AI-linked stock rally reversed, yet Janus…
Long8035.TSep 2026
Tokyo Electron Limited
Tokyo Electron was another AI-related holding that detracted from returns during the quarter. Janus Henderson nonetheless retains conviction in its semiconductor-related holdings…
Letters covered
- Janus Henderson Japan Opportunities Fund Quarterly Commentary - Q3 2026September 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.