Who is JANA?

Research

Our best assets are our people, so we make sure our clients get the greatest possible benefit from them. This attitude drives our unique approach to research.

A unique collaborative structure

All JANA’s investment professionals – including senior management – undertake capital markets and investment manager research as well as consulting to clients. The benefit for clients is that the people giving the advice are also involved in the research behind it.

In this way all our clients gain the maximum benefit from the combined skills and experience of the entire team.

Excellence in global research and manager selection

Our investment professionals – including senior management – conduct their own research face-to-face with investment managers in their offices all around the world. We do not rely on advice prepared by distant partners or associates.

The advantages of this approach are:

  • we prioritise our research programme and exercise our own standards and quality controls,
  • we know the managers and their personnel intimately and can evaluate them over time according to our criteria, not those of a third party, and
  • we identify new high quality managers and new ‘best ideas’ early and introduce them to our investors, giving JANA clients an ‘early mover’ advantage.

Innovation and commitment

Innovation is a constant theme at JANA. We search continually for new sources of return or risk control, new managers and new ideas.

We do not sit on the fence with our advice. Once we form a collective view of investment markets, managers or economic conditions, we back our judgment with action. This may take the form of strategic ‘tilts’ in asset allocation, including tilts towards sub-classes or management styles, or speedy decisions regarding manager appointments or terminations.