Jean Barnard, CFA

Experience

• 

  Janus Henderson Investors U.S.

  Jul 1992 - Jul 2017

  Successfully led the Janus Communications Sector Team to achieve positive investment performance vs. the indexes over multi-year time frames in our directly managed research products, as well as most PM-led strategies. • Managed a team of analysts covering the internet, media, and telecommunications sectors globally as part of a centralized equity research structure. Responsible for determining the team’s structure and resource needs, including hiring & firing responsibilities. • Thought leadership role. Developed multi-year strategic outlooks for our sector, identifying key areas of innovation, new business opportunities, and potential disruptive change. Collaborated to produce quarterly and ad hoc thought pieces. Responsible for meeting with institutional clients to explain our strategy and process.• Conducted individual company analysis by developing relationships across the industry eco-system and meeting with management teams. Developed detailed financial models to quantify the impact of key insights, both at an industry and company specific level. Evaluated company strategies and ability to create value for shareholders. Executed valuation analysis, including the assessment of specific business and macro risks. • Oversight of the sector sleeve in all research team managed portfolios. Led the stock selection process, portfolio construction, and executed trades. Participated on risk oversight and sector lead management committees. Show less

  • Portfolio Manager / Analyst

    Jan 2016 - Jul 2017

  • Sector Team Lead & Equity Analyst

    Jan 2007 - Dec 2015

  • Equity Research Analyst

    Jul 1992 - Sept 2007
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  Kennedy Capital Management

  Feb 2018 - now

  Portfolio Manager, Director of Research