Janus Henderson(JHG) - 2025 Q2 - Earnings Call Presentation

Financial Performance - Total AUM increased by 23% to $4573 billion in Q2 2025[5] - Net inflows reached $467 billion in Q2 2025, including $465 billion from Guardian's general account[5, 4] - U S GAAP diluted EPS was $095, and adjusted diluted EPS was $090 in Q2 2025[5] - A dividend of $040 per share was declared, and 13 million shares were repurchased[5] Investment Performance - Investment performance remained solid, with 76% of AUM outperforming benchmarks over 3-year periods in Q2 2025[3] - 72% of total AUM outperformed the benchmark over 10 years[7] - 75% of mutual fund AUM was in the top 2 Morningstar quartiles[7] Flows - Net inflows included the Guardian partnership; excluding Guardian, net flows remained positive[9] - Fixed Income and Alternatives flows were positive, and Equities improved quarter over quarter[15] Capital Management - Cash and investment securities totaled $16 billion compared to outstanding debt of $395 million[24] - The company repurchased 13 million shares in Q2 2025 for approximately $50 million[24]