Perkins Large Cap Value IJAPIX

Fund Research and Analysis

by Andrew Gogerty

As expected, Perkins Large Cap Value is out in front in 2009.

Comanagers Tom Perkins and Kevin Preloger employ the same high-quality, valuation-focused strategy at the firm's newest offering as seen at older sibling and Fund Analyst Pick Mid Cap Value JMCVX and strong-performing Small Cap Value JSCVX. Read more

Kudos

Comanager has had success elsewhere using a similar strategy. Read more

Risks

Management will let cash build when it fails to find compelling investment ideas.

This is the firm's first foray into a dedicated large-cap stock format. Read more

Strategy

The team favors stocks that trade at or near their historic lows. It insists that picks sport traits such as strong cash flow and debt-free balance sheets. The managers think that such a profile suggests that company management can turn things around within four to six quarters. Read more

Management

Janus controls an 80% stake in this fund's subadvisor, Perkins Investment Management. Manager Tom Perkins has run this fund since inception and also is a comanager on sibling Mid Cap Value. Comanager Kevin Preloger was promoted to comanager at the fund's inception and has been with the firm as an equity analyst since 2002. Read more

Inside Scoop

This is Perkins' first foray into large-cap stocks, though the management team uses the same successful strategy as at its other offerings. Read more

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