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You are here: Manager factsheet

Jonathan Coleman
Janus Capital Funds, Omnis Investments Ltd
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Manager profile
Jonathan Coleman, CFA, Aaron Schaechterle, and Scott Stutzman, CFA have been Portfolio Managers on the US SMID-Cap Growth strategies since 2013, 2023, and 2016 respectively. Jonathan is lead PM of the strategy and has 30 years' experience at Janus Henderson in various roles, including CIO. He received a BA with Honors from Williams College and is a Fulbright Scholar.
Total return for Jonathan Coleman
Manager career performance
Discrete calendar year performance : Jonathan Coleman

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Jonathan Coleman -3.8 10.8 -1.6 -7.3 59.5 -17.2 19.1 5.6 33.0 -9.9
Peer Group Composite -3.8 2.6 -1.3 9.1 28.7 -5.2 10.5 0.0 23.5 -3.3
Over / Under 0.0 8.2 -0.3 -16.4 30.8 -12.0 8.6 5.6 9.5 -6.6
Performance vs peer group composite: Jonathan Coleman
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
Janus Henderson US Venture Co-managed FO Equity - Other Specialist since May 13 2013 to present
Omnis US Smaller Companies Co-managed UT North American Smaller Companies since Nov 13 2024 to present
Funds managed previously
Fund Periods
Janus Henderson US since Sep 30 2010 to Jun 30 2015
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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