Janus Capital

John Eisinger, manager of the top- performing £507m Janus US All Cap Growth fund, has upped his weighting to mid-cap technology companies but is avoiding some of the sector's giants.

Janus' US specialist John Eisinger is steering clear of cyclicals and financials on eurozone contagion fears, adding he believes Europe is already in recession.

Janus Capital's John Eisinger is doubling his exposure to value stocks although they have dragged on performance, as he said more QE would not be enough to rescue US growth prospects.

Janus US All Cap Growth manager says ‘get me out of here' attitude will result in a number stocks being undervalued