02/15/2025, 02:00 PM UTC
汉达机遇alpha管理账户2024年第四季度评论Janus Henderson Opportunistic Alpha Managed Account Q4 2024 Commentary
1、汉达机遇alpha管理账户组合回报率为-0.81%（毛回报），低于标普500指数的2.41%回报。2、工业和信息科技领域的股票选择对业绩产生了积极影响，而消费性选择和医疗保健头寸则产生了负面影响。3、公司预计人工智能将持续强劲，随着货币条件的放宽和经济的健康，市场回报将更加广泛。1. The Janus Henderson Opportunistic Alpha Managed Account Portfolio returned -0.81% (gross), underperforming the S&P 500® Index's 2.41% return. 2. Stock selection in the industrials and information technology sectors positively impacted performance, while consumer discretionary and healthcare positions detracted. 3. The firm expects continued strength in artificial intelligence and a broadening of market returns with easing monetary conditions and a healthy economy.
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