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

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.