Janus Henderson Horizon Global Property Equities Fund on Janus Living, Inc.
Thesis
Janus Living is a pure-play senior housing REIT that continued to perform strongly during the quarter. The fund sees favourable supply-demand dynamics in senior housing as a core tailwind. It also highlights the company’s unlevered balance sheet, which provides significant buying power for future growth. The position combines demographic demand with financial flexibility.
“Janus Living continued to perform strongly due to supply/demand tailwinds and an unlevered balance sheet providing the company with significant buying power.”