Perkins Product Information: Information about Perkins' nine strategies.

Perkins has focused on building diversified portfolios of what they believe to be high-quality, undervalued stocks with favorable risk/reward characteristics for over 30 years. The seasoned investment team has an average of 14 years of industry experience and has experienced very low turnover. Through rigorous downside analysis conducted prior to the determination of upside potential, the firm has historically balanced outperformance in down markets with participation in up markets. Perkins manages small-, mid- and large-cap value institutional separate accounts as well as mutual funds.

Key Strengths

  • Singular approach to value investing for over 30 years
  • Highly disciplined investment approach
  • Established and experienced investment team 
  • Historical outperformance in down markets with participation in up markets

Value Philosophy
Perkins seeks to outperform their benchmark and peers over a full market cycle by building diversified portfolios of what they believe to be high quality, undervalued stocks with favorable reward to risk characteristics. They believe that rigorous downside analysis conducted prior to determination of upside potential allows them to mitigate losses during difficult markets and perform well in up markets.

Perkins Investment Insights: Monthly sector updates as well as insights into the Perkins research process

Meet the Perkins Investment Team

Please consider the charges, risks, expenses and investment objectives carefully before investing. Please see a prospectus, or if available, a summary prospectus containing this and other information. 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.

Mutual fund investing involves market risk; principal loss is possible. Equity and fixed income securities are subject to various risks including, but not limited to, market risk, credit risk and interest rate risk. Bond prices generally move in the opposite direction of interest rates, thus a fund's share price may decline as the prices of bonds adjust to a rise in interest rates.


* Closed to New Investors


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


Perkins Investment Management LLC is an indirect subsidiary of Janus Capital Group Inc. and serves as an investment adviser.


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