Matt Cullen

Janus Henderson Investors has been appointed a $285 million emerging markets equities mandate from MLC Asset Management, showcasing the growing need for Australian institutional investors to have exposure beyond major market indices.

The mandate will be invested in the Janus Henderson Emerging Markets Equity strategy. The strategy was first made available to Australian investors in August 2023 and seeks consistent risk-adjusted returns by looking to identify attractive opportunities within countries across various states of economic and political development. Its combined focus on top down factors as well as bottom up sees the strategy investing in good companies, within good countries, with good governance.

The fund is managed by lead Portfolio Manager Daniel Graña and co-Portfolio Manager Matt Culley, both based in Boston. The Emerging Markets Equity team is also supported by research analysts based in Singapore and Boston, and the combined team has more than 90 years of investment experience.

​Daniel Graña said: “The most innovative and disruptive companies of this generation have supply chains that begin in emerging markets. Their growth is creating several tailwinds in sectors such as biopharmaceuticals, fintechs and green energy, and run alongside favourable rate cutting cycles and GDP growth in these regions. Asset allocators across Australia, including MLC Asset Management, have recognised that an active investment presence backed by fundamental research will be crucial to success in emerging markets.”​

Liam Wilson, Portfolio Manager, at MLC Asset Management said: “We are excited to partner with Janus Henderson to embrace the opportunities of tomorrow by navigating the complexities of today’s global emerging markets.”

Matt Gaden, Head of Australia at Janus Henderson Investors, said: “Janus Henderson Investors is committed to creating and developing innovative strategies to better service its clients. We see real opportunities to bring our best investment talent in both global and emerging market equities to the Australian market. Our high conviction Emerging Markets Equity strategy is just one example of where we can help investors such as MLC Asset Management build out their global equity portfolios with high quality active investment strategies.”

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