Janus Henderson Global Sustainable Equity Fund on Tokio Marine Holdings Inc.
Thesis
Tokio Marine offers specialist insurance capabilities backed by deep technical and analytical expertise. The company delivered strong revenue and profit growth, raised its dividend and provided ambitious forward guidance. Janus Henderson sees sustained opportunities in insuring complex risks, particularly those associated with climate change and cyber security. A continuing 2026 buyback programme supports shareholder returns alongside the manager’s confidence in long-term growth.
“Its strong positioning in these growing and specialist areas continues to underpin confidence in its long-term growth prospects.”
Key risks
- Rising physical climate risks from floods, droughts and storms
- Increasing complexity of cyber security and other specialist insurance exposures
- Macroeconomic and geopolitical volatility affecting financial markets