Cody Wheaton and Brian Demain of Janus Henderson Investors - Mid-Cap Growth Stock Investing

Episode • Jul 12, 2022 • 51m

Mid-cap growth stocks are the sweet spot for many investors. They offer the potential for significant capital appreciation while providing downside protection. Despite being overlooked and under-allocated, why are mid-cap growth stocks a good investment option, and why are they an excellent addition to portfolios?

In this episode, Rusty talks with Cody Wheaton and Brian Demain, Co-Portfolio Managers at Janus Henderson Investors. With more than 20 years of experience in fundamental investment due diligence and securities analysis in the small and mid-cap space, Cody and Brian know mid-cap strategies. In addition to the portfolio responsibilities, Cody also serves as an equity research analyst focusing on small and mid-cap stocks within the financials and consumer sectors.

Cody and Brian talk with Rusty about mid-cap growth stock investing, the impact of inflation, and potential paradigm shifts in the markets.

Key Takeaways

[03:53] - A quick look at Brian and Cody's backgrounds.
[05:18] - What are growth and mid-cap stocks?
[06:39] - The investment philosophy and strategies of Janus Henderson Investors.
[09:03] - How Janus Henderson Investors' strategies differ from other firms.
[11:55] - How Janus has changed over the years.
[14:21] - An example of how Janus puts their strategies into action.
[18:14] - How Janus’ growth stock strategy performed relative to the overall market.
[21:38] - A rule of thumb for how much exposure one should have in mid-cap growth.
[26:31] - What the article, “Investing Through A Paradigm Shift In Mid-Cap Growth”, is about.
[35:21]- Cody's takeaways on the financial and consumer sectors for small and mid-cap stocks.
[38:13] - Cody and Brian's personal investment strategy.
[41:38] - How Cody and Brian maintain their physical and mental well-being to perform at their best.
[45:59] - A list of Cody and Brian’s favorite books and podcasts.

Quotes

[08:48] - "Trading is a hard thing to get right. But if you find the right stocks and let them compound value, that will deliver value for clients. And our goal is to outperform the peer group and the benchmark and do so with less absolute volatility than both over time." - Brian Demain

[12:39] - "Being part of a larger organization means more scale. It means more diversity of assets, more stability to the organization, and better resources to ultimately try to do what we do. And as very long-term oriented investors, it's essential to be part of an organization that's stable and financially healthy." - Cody Wheaton

[24:25] - "As investors in the mid-cap category, we're always looking to buy companies in that mid-cap range. We have the flexibility to hold them as they grow and become large-cap companies, as long as we continue to believe in the business and the investment thesis." - Cody Wheaton

[38:40] - "One of the most important things for investors, before they contemplate getting involved in the markets, is having an honest assessment with themselves and with their financial advisors about their goals and risk tolerance." - Cody Wheaton

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