April 2015  
Time to Invest in Change Janus
After significant multiple expansion over the last two years, some of the best remaining opportunities for equity investors may lie with stocks that are due for a change in market sentiment as the company enacts dramatic changes to its business.

Dan Kozlowski, Portfolio Manager of the Janus Contrarian Fund, explains how a slow-growth economic environment has forced more companies to make the types of changes that can reshape their long-term destinies, and outlines where he is seeing some of the most promising change opportunities emerge.

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