| April 2015 | |
| Time to Invest in Change |
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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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