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Exclusive Call Series: Discovering Uncommon Value

Featured Speaker:

 

  


Gregory Kolb
Portfolio Manager,
Perkins Global Value Fund

Listen to the full replay

(approximately 25 minutes in length)


 

Don't have time to listen to the full replay?
Select a question below to listen to the response.




Global Investing and Emerging Markets:



 
Why should investors consider a global fund? Simply for diversification or are there other reasons?
   
  
Can you provide us some detail on the situation in Europe and your current positioning?                           
   
   
Can you tell us your thoughts about emerging markets and what you're watching for in those areas of the world?
   

Perkins Investment Process:


 
   
Can you tell us little bit about the Perkins philosophy and what makes it unique?
   
We sometimes hear the term value investing as being synonymous with Perkins. What exactly does that mean?
   
How can a Perkins value approach to investing benefit investors?
   
Tell us a little bit about the team at Perkins. How does everybody work together? Can you give us an example?
   

Gregory's investment process for the Perkins Global Value Fund:

   
How do you research and select stocks from such a giant universe of possibilities?                              
   
Can you give us some examples describing your thought process and how decisions are made to buy, sell or hold a stock?   
   
What do you feel are the biggest risks that you need to consider when selecting stocks for the Perkins Global Value Fund?   
   
Do you have any closing remarks you would like to add? 


Learn more about the Perkins Global Value Fund


Read more from Gregory Kolb in this Janus Report Q&A

 


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 1-800-525-3713 or download the file from janus.com/reports. Read it carefully before you invest or send money.


Past performance is no guarantee of future results.


There is no assurance that the investment process will consistently lead to successful investing.


Diversification neither assures a profit nor eliminates the risk of experiencing investment losses.


Foreign securities have additional risks including exchange rate changes, political and economic upheaval, the relative lack of information, relatively low market liquidity and the potential lack of strict financial and accounting controls and standards. These risks are magnified in emerging markets. The prices of foreign securities held by the fund, and therefore a fund's performance, may decline in response to such risks.


This Fund is designed for long-term investors who can accept the special risks associated with value investing.


The Fund may hold a meaningful portion of assets in cash or cash equivalents. 


Up/ down capture shows what percentage of the market's performance (as evidenced by an appropriate market index) the manager "captured."  Up market capture is the extent to which the strategy gained value relative to the index over months when the index achieved gains.  Down market capture is the extent to which the strategy lost value over months when the index declined.  A measure of 100% means the strategy results went up (or down) exactly the same amount as the broader market index. 


The opinions are those of the speakers as of 08-02-2012 and are subject to change at any time due to changes in market or economic conditions. The comments should not be construed as a recommendation of individual holdings or market sectors, but as an illustration of broader themes.


Perkins Investment Management LLC is an indirect subsidiary of Janus Capital Group Inc. and serves as the sub-adviser on certain products.


Funds distributed by Janus Distributors LLC (08/12)