Small Caps Are Back! π Hereβs What Our CEO Thinks
In the final of our CEO sessions from our Madrid Investor Summit, Ali Dibadj, our CEO, is joined by Portfolio Managers JonathanΒ ...
Chief Executive Officer & Director, Janus Henderson
Search every verified Ali Dibadj interview, podcast appearance, and on-the-record quote β each transcript cross-checked by AI and human review to confirm speaker identity. Ali Dibadj, CEO of Janus Henderson, has been active in media appearances and client events in 2024 and 2025, discussing market conditions and the firm's investment strategies. At the Madrid Investor Summit in late 2025, Dibadj hosted sessions with portfolio managers, emphasizing the role of active management in small-cap equities and fixed income. He stated that the small-cap universe is "tailored perfectly to active management" due to its heterogeneity and under-researched nature. In fixed income, Dibadj and his colleagues highlighted that securitized sectors offer relative value and that starting yields remain a strong predictor of future returns, describing the environment as one where "fixed income is relevant again." Dibadj has also commented on broader market trends, including the impact of geopolitical uncertainty and the normalization of interest rates. In interviews with CNBC and Barron's, he argued that the higher cost of capital has created a "have and have nots" environment, making active stock selection more important. He noted that clients are increasingly looking outside the U.S. for opportunities and that small- and mid-cap stocks are "way undervalued." Dibadj also discussed the firm's growth, including a partnership with Guardian Life Insurance and the expansion of its active ETF suite, which he said has reached $11 billion in assets under management. He described Janus Henderson's purpose as "investing in a brighter future together."
“Hi everybody, it's Ally. We're here at the Madrid Investor Summit β lots of buzz in the audience, lots of energy.”
“We're talking a lot about geopolitics and changes in the world right now.”
“I couldn't be more pleased to be here with two of my partners at Janus Henderson: Jonathan Coleman, who runs our US small cap business, and Nick Sheridan, who runs our global small cap business.”
“You guys have been talking to lots of investors around the world and certainly here β give us a sense of the interest in small cap, particularly around active management in small cap.”
In the final of our CEO sessions from our Madrid Investor Summit, Ali Dibadj, our CEO, is joined by Portfolio Managers JonathanΒ ...
At the Madrid Investor Summit, Ali Dibadj spoke with Jonathan Coleman and Nick Sheridan about why small caps present aΒ ...
Ali Dibadj, CEO, speaks with Janus Henderson's experts about how they are investing together with clients for a brighter future.
In the latest of our CEO sessions, we're heading back to our Investment Summit in Madrid, where Ali Dibadj, CEO, is joined byΒ ...
Janus Henderson CEO Ali Dibadj spoke to Barron's about active vs. passive management, being a global company, and muchΒ ...
Ali Dibadj, Janus Henderson Investors CEO, joins 'Squawk Box' to discuss the state of the fixed income market, latest marketΒ ...
In this series of short videos, Ali Dibadj, CEO, speaks with Janus Henderson's experts about how they are investing together withΒ ...
Join Ali Dibadj, CEO, and Michael Schweitzer, Head of North America Client Group, as they explore how Janus Henderson isΒ ...
In this exclusive interview, Miguel Burguet, Portfolio Manager at Marlowe Capital, sits down with PWM's Yuri Bender and AliΒ ...
Ali Dibadj, CEO of Janus Henderson Investors, says global investors are shifting away from U.S. assets amid uncertainty, favoringΒ ...
Sign in to search the full transcript archive, filter by topic, and access every quote from Ali Dibadj.