Ali Dibadj on investor conference
From Small Caps Are Back! 🚀 Here’s What Our CEO Thinks · · Janus Henderson Investors
“Hi everybody, it's Ally. We're here at the Madrid Investor Summit — lots of buzz in the audience, lots of energy.”
On , Ali Dibadj, Chief Executive Officer & Director at JANUS HENDERSON GROUP PLC, spoke about investor conference during Small Caps Are Back! 🚀 Here’s What Our CEO Thinks on Janus Henderson Investors.
About Ali Dibadj
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."