4 days ago
5
Soumya Eswaran
Mon, March 30, 2026 astatine 8:16 AM CDT 3 min read
Janus Henderson Investors, an concern absorption company, released its “Global Sustainable Equity Fund” fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. In the 4th fourth of 2025, planetary equity markets experienced a important upswing, with galore indices hitting caller all-time highs. Resilient equity markets, favorable monetary policies, and ongoing momentum successful AI and electrification trends supported this affirmative concern environment. The steadfast maintained a absorption connected high-quality companies that person beardown competitory advantages and align with multi-year secular trends, strategically positioning the portfolio to efficaciously negociate some opportunities and challenges successful the shifting concern landscape. The money returned -1.72% during the quarter, underperforming the MSCI World Index’s 3.12% gain. Stock enactment successful healthcare and a little allocation to existent property enhanced comparative performance, portion banal enactment made successful industrials and financials negatively impacted results. Please reappraisal the Strategy’s apical 5 holdings to summation insights into their cardinal selections for 2025.
In its fourth-quarter 2025 capitalist letter, Janus Henderson Investors Global Sustainable Equity Fund highlighted Keysight Technologies, Inc. (NYSE:KEYS) arsenic a notable contributor. Keysight Technologies, Inc. (NYSE:KEYS) designs and manufactures physics plan and trial solutions for communications, electronics, and aerospace and defence (A&D) industries. On March 27, 2026, Keysight Technologies, Inc. (NYSE:KEYS) banal closed astatine $279.06 per share. One-month instrumentality of Keysight Technologies, Inc. (NYSE:KEYS) was -10.92%, and its shares gained 86.33% implicit the past 52 weeks. Keysight Technologies, Inc. (NYSE:KEYS) has a marketplace capitalization of $47.86 billion.
Janus Henderson Investors Global Sustainable Equity Fund stated the pursuing regarding Keysight Technologies, Inc. (NYSE:KEYS) successful its 4th fourth 2025 capitalist letter:
"The largest affirmative contributors astatine the banal level included TSMC, Keysight Technologies, Inc. (NYSE:KEYS), and Knorr-Bremse. Keysight is an physics plan and investigating institution astatine the bosom of the integer revolution, providing solutions to assistance accelerate innovation successful industries specified arsenic communications, networking, electronics, semiconductor, automotive, aerospace, and artillery manufacturing. The institution delivered a worldly acceleration successful bid maturation and guided meaningfully supra consensus, with halfway bid maturation reaching treble digits and broad-based spot crossed its segments. Keysight offers a lower-beta, antiaircraft mode to enactment successful the AI infrastructure build-out, with net momentum conscionable starting to turn."
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