Janus Henderson Acquires 100% of Richard Bernstein Advisors
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 23 2026
0mins
Should l Buy JHG?
Janus Henderson Group announced it has entered into a definitive agreement to acquire 100% of Richard Bernstein Advisors, a research-driven, macro multi-asset investment manager. Founded in 2009, Richard Bernstein Advisors is an investment manager focused on longer-erm investment strategies that combine top-down, macroeconomic analysis and quantitatively-driven portfolio construction, overseeing approximately $20B in client assets. This acquisition will enable Janus Henderson to substantially enhance its position in model portfolios and SMAs. The transaction is expected to close in Q2 26.
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Analyst Views on JHG
Wall Street analysts forecast JHG stock price to rise
6 Analyst Rating
1 Buy
5 Hold
0 Sell
Hold
Current: 49.020
Low
48.00
Averages
49.67
High
55.00
Current: 49.020
Low
48.00
Averages
49.67
High
55.00
About JHG
Janus Henderson Group plc is a United Kingdom-based independent global asset manager, which is specializing in active investment across various asset classes. The Company manages a broad range of investment products for institutional and retail investors across four capabilities: equities, fixed income, multi-asset and alternatives. Its intermediary channel distributes United States mutual funds, separately managed accounts, exchange-traded funds and various others, through financial intermediaries, including banks, financial advisors and discretionary wealth managers. The self-directed channel serves individual investors who invest in its products through a mutual fund supermarket or directly with the Company. Its institutional channel serves corporations, endowments, pension funds and others, with distribution direct to the plan sponsor and through consultants. It has operations in North America, the United Kingdom, continental Europe, Latin America, Japan, Asia, and Australia.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Investor Strategy Adjustment: In light of the overbought signals, investors may need to reassess their portfolios, considering reduction or hedging strategies to mitigate potential market risks and safeguard capital.
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See More
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See More
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- New Fund Launch: Janus Henderson has launched the AA-A CLO ETF (NYSE:JA) with $100 million in seed capital, aimed at providing investors access to high-quality AA to A rated CLOs, thereby reinforcing its leadership in the securitized market.
- Strategic Partnership: The seed capital comes from a strategic partnership with Guardian Life Insurance Company, indicating Janus Henderson's commitment to expanding its CLO product line, which is expected to attract more investor interest.
- Yield Potential: As of January 30, 2026, A-rated CLOs yield 5.1%, positioned between AAA and BBB, demonstrating a balance in risk and return that may appeal to investors seeking stable income.
- Market Position: Janus Henderson ranks third globally in active ETF management, with approximately $65 billion in securitized assets under management, and the launch of this new fund will further enhance its competitive edge and product diversity in the market.
See More
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- Insider Trading Investigation: Halper Sadeh LLC is investigating the sale of Kennedy-Wilson Holdings, Inc. for $10.90 per share in cash to a consortium led by CEO William McMorrow, potentially infringing on shareholder rights.
- Shareholder Rights Protection: The firm is also scrutinizing Janus Henderson Group plc's sale for $49.00 per share in cash to Trian Fund Management and General Catalyst, encouraging shareholders to understand their rights and options.
- Legal Consultation Services: Halper Sadeh LLC offers no-cost legal consultations, promising to charge fees only upon successful outcomes, aiming to assist affected shareholders in seeking increased consideration or other remedies.
- Merger Transaction Review: Additionally, the firm is examining transactions involving Tri Pointe Homes, Inc. at $47.00 per share and Bakkt Holdings, Inc. in its merger with Distributed Technologies Research Ltd., ensuring the protection of shareholders' legal rights.
See More
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- Significant Acquisition Value: Nuveen's £9.9 billion acquisition of Schroders is set to create a global fund management giant with nearly $2.5 trillion in assets under management, marking a major consolidation trend in the asset management industry.
- Strong Market Reaction: The acquisition has sparked widespread discussion in the financial community, with many industry insiders expressing regret over Schroders' historical significance, reflecting deep concerns about the traditional asset management model.
- Accelerating Industry Consolidation: As profit margins for asset managers continue to contract due to a shift from active to passive management, the industry is witnessing an acceleration in merger activities aimed at achieving economies of scale and enhancing competitiveness.
- Uncertain Future Outlook: While the acquisition brings scale advantages, there is optimism about the rise of small boutique asset managers, which may offer more flexible services in long-term investments, potentially reshaping the industry landscape.
See More
Warning Signals for Overbought Financial Stocks
- Overbought Warning: As of February 17, 2026, Woori Financial Group Inc, KB Financial Group Inc, and Janus Henderson Group PLC are flagged as overbought, posing risks for investors who rely on momentum trading strategies, indicating a need for cautious portfolio assessment.
- Market Trends: The overbought status of these stocks suggests that market expectations for their future performance may be overly optimistic, potentially leading to short-term price corrections that could impact investor returns and confidence.
- Investor Strategy Adjustment: In light of the overbought signals, investors may need to reassess their portfolios, considering reduction or hedging strategies to mitigate potential market risks and safeguard capital.
- Industry Impact: The overbought phenomenon in the financial sector may reflect shifts in overall market sentiment, prompting investors to monitor macroeconomic indicators and industry dynamics to make more informed investment decisions.
See More
2026 Tech Investment Outlook: AI and Market Trends
- Optimistic Tech Market: Denny Fish emphasizes that being overweight in tech since 2005 has been crucial for investors, as the ongoing developments in cloud, social, and mobile technologies have laid the groundwork for AI, which is expected to continue driving market growth.
- Strong AI Infrastructure: The AI semiconductor ecosystem has shown impressive performance over the past three years, with many stocks rising without significant increases in their multiples, indicating robust fundamentals and earnings, suggesting investors should focus on this sector's sustained health.
- Software Sector Divergence: While large tech companies continue to show healthy earnings growth, the software industry faces challenges due to a lack of accelerating fundamentals and perceived threats from AI disruption, leading to greater performance dispersion within the sector.
- Investment Strategy Adjustments: Fish notes that Janus Henderson's portfolio will adjust based on different phases of AI adoption, focusing on companies that are expected to benefit in the coming years, ensuring resilience and flexibility in their investment approach.
See More
2026 Tech Investment Outlook: AI and Market Resilience
- Optimistic Tech Market: Denny Fish emphasizes that being overweight in tech since 2005 has been crucial for investors, as the rise of cloud, social, and mobile technologies lays a strong foundation for AI, which is expected to drive future investment opportunities.
- Strong AI Infrastructure: Despite performance divergence among large tech stocks, the fundamentals of the AI semiconductor ecosystem remain robust, with significant earnings growth leading to many stocks having lower price-to-earnings ratios than a year ago, reflecting sustained market confidence in AI.
- Uneven Software Sector Performance: The software industry has underperformed over the past three years due to a lack of accelerating fundamentals and perceived threats from AI disruption, prompting investors to focus on companies that can benefit from the AI wave.
- Investment Strategy Adjustments: Fish notes that Janus Henderson allocates 50-70% of its portfolio to resilient companies for long-term stability while also seeking smaller firms to identify future winners, thus diversifying the investment portfolio.
See More
