The FSA Spy market buzz – 11 April 2025
Lazard actively looks at Next Gen; Goldman Sachs loves active in small places; Janus Henderson is reassuring; Private equity’s overflowing war chest; Jevons Paradox; Hamlet’s wisdom and much more.
HEAD-TO-HEAD: Janus Henderson vs BNP Paribas Parvest
FSA compares the Janus Global Life Sciences Fund with the Parvest Equity World Health Care Fund
Andrew Acker has been managing the Janus fund since 2007. He was joined in 2016 by Ethan Lovell, who had been a research analyst with the firm since 2007. A key advantage is that both have a science education background: Acker in biochemical sciences and Lovell in chemistry.
“Healthcare is a special industry, compared to other sectors,” said Ng. “You need specialised knowledge. It’s really important to understand the industry before you understand the company. It’s different from the consumer or other sectors.”
“Janus has positioned its team quite well, as many of the analysts have a healthcare industry background,” he added.
Jon Stephenson, the manager of the Parvest fund, joined the firm in 2016. He is supported by a team of four investment specialists. He has 19 years of financial industry experience.
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