Janus Capital Group Inc. (NYSE: JNS) today announced that Perkins Global
Value Fund (Class D shares) received a 2013 Lipper Award as the Best
Global Multi-Cap Value Fund for the five years ended December 31, 2012.
The Lipper Awards honor fund management firms and individual mutual
funds that excel in delivering consistently strong risk-adjusted
performance, relative to their peers.
Annual Lipper awards reflect consistency of return over time. They take
into account both short- and long-term risk-adjusted performance
relative to a fund’s classification and look back over a variety of
holding periods, ranging from days to years.
Perkins Chief Investment Officer Jeff Kautz says the fund’s recognition
by Lipper is a result of Perkins’ methodical research process and
intense focus on downside protection. “We believe that by conducting
rigorous downside analysis before determining upside potential, we may
identify companies that offer favorable reward-to-risk trade-offs over a
full market cycle,” Kautz said.
Perkins Global Value Fund invests in companies of all sizes around the
globe, with an emphasis on companies exhibiting strong balance sheets
and recurring free cash flows. Portfolio manager Gregory Kolb seeks to
build a high quality, diversified portfolio of undervalued stocks while
mitigating the potential for loss in difficult markets. Key to this
effort is the calculation of a risk-reward ratio for each stock, based
on a downside price target and a conservative estimate of the potential
for price appreciation.
“We take a defensive approach to compounding returns over the
long-term,” says Kolb. “Over the past five years, this cautious approach
delivered positive returns while broad global benchmarks fell. We
believe this approach may be distinctly well-suited to today’s uncertain
market conditions, and that remaining mindful of the significant risks
in the investing landscape will prove essential to navigating the next
five years and beyond.”
About Perkins Investment Management LLC
Founded in 1980, Perkins Investment Management LLC (Perkins) is a
respected value equity manager with $17.0 billion in assets as of
December 31, 2012. The firm uses a bottom-up approach to build
diversified portfolios of what it believes to be high quality,
undervalued stocks with favorable reward-to-risk characteristics.
Perkins believes that rigorous downside analysis conducted prior to
determination of upside potential helps to mitigate losses during
difficult markets and compound value over time. Perkins is an indirect
subsidiary of Janus Capital Group, which owns the majority of Perkins.
About Janus Capital Group Inc.
Janus Capital Group Inc. (“JCG”) is a global investment firm offering
strategies from three individual investment boutiques: Janus Capital
Management LLC (“Janus”), INTECH Investment Management LLC (“INTECH”)
and Perkins Investment Management LLC (“Perkins”). Each manager employs
a research-intensive approach that is distinct within its respective
asset class. This multi-boutique approach enables the firm to provide
style-specific expertise across an array of strategies, including
growth, value and mathematical equities, fixed income and alternatives
through one common distribution platform.
At the end of December 2012, JCG managed $156.8 billion in assets for
shareholders, clients and institutions around the globe. Based in
Denver, JCG also has offices in Frankfurt, The Hague, Paris, London,
Milan, Munich, Zurich, Singapore, Hong Kong, Tokyo, Melbourne, Dubai and
Taipei.
About the Lipper Fund Awards
The Lipper Fund Awards are part of the Thomson Reuters Awards for
Excellence, a global family of awards that celebrate exceptional
performance throughout the professional investment community. The
Thomson Reuters Awards for Excellence recognize the world's top funds,
fund management firms, sell-side firms, research analysts, and investor
relations teams. The Thomson Reuters Awards for Excellence also include
the Extel Survey Awards, the StarMine Analyst Awards, and the StarMine
Broker Rankings. For more information, please contact markets.awards@thomsonreuters.com
or visit excellence.thomsonreuters.com
Please consider the charges, risks, expenses and investment
objectives carefully before investing. For a prospectus or, if
available, a summary prospectus containing this and other information,
please call Janus at 877.33JANUS (52687) or download the file from
janus.com/info. Read it carefully before you invest or send money.
Past performance is no guarantee of future results.
Only eligible investors may purchase Class D Shares. See the prospectus
for eligibility requirements and other available share classes.
For Lipper Best Individual Funds, the calculation periods extend over
36, 60 and 120 months. The highest Lipper Leader for Consistent Return
(Effective Return) value within each eligible classification determines
the fund classification winner over 3, 5 or 10 years as of 12/31/12 and
no other time periods. 55 Global Multi-Cap Value Funds were eligible for
this award for the 5-year period.
There is no assurance the stated objective(s) will be met.
Funds distributed by Janus Distributors LLC (03/13)
C-0313-35082 4-30-14
