WestEnd Capital Management, an investment advisor, released its Q2 2026 investor letter. The letter can be downloaded here. WestEnd Capital Management's Core Strategy achieved a 16.3% net return in the quarter, surpassing the S&P 500's 15.0%. This performance stemmed from strong earnings generators and upward earnings revisions, showcasing U.S. companies' efficiency in converting sales into profits. S&P 500 net profit margins reached a decade-high of 14.8% in Q1 and are expected to remain above 14% in Q2 despite challenges like higher interest rates and geopolitical uncertainty. Technology remains a key focus in WestEnd's portfolio, along with investments in infrastructure, demographic shifts, financial innovation, and selective consumer opportunities. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, WestEnd Capital Management highlighted Janus Living, Inc. (NYSE:JAN). Janus Living, Inc. (NYSE:JAN) is the only U.S. publicly traded REIT focused exclusively on the senior housing sector and the only U.S. publicly traded REIT. On September 2, 2026, Janus Living, Inc. (NYSE:JAN) closed at $30.70 per share. Over the past month, Janus Living, Inc. (NYSE:JAN) returned 5.51%, and its shares are up 27.08% over the three months. Janus Living, Inc. (NYSE:JAN) has a market capitalization of $9.45 billion.
WestEnd Capital Management stated the following regarding Janus Living, Inc. (NYSE:JAN) in its Q2 2026 investor letter:
"Janus Living, Inc. (NYSE:JAN) is one of the nation's largest pure-play owners and operators of senior housing communities. Unlike traditional triple-net REITs that collect fixed lease payments, Janus generates operating income directly from resident rents and service fees. That means the company captures the full operational upside as occupancy and rental rates increase, while also ******* uming the operational risks of running its communities. Because residents pay privately rather than through Medicare or Medicaid reimbursement programs, the business is largely insulated from changes in government reimbursement policy.
The industry's long-term fundamentals remain compelling:
#westend
In its second-quarter 2026 investor letter, WestEnd Capital Management highlighted Janus Living, Inc. (NYSE:JAN). Janus Living, Inc. (NYSE:JAN) is the only U.S. publicly traded REIT focused exclusively on the senior housing sector and the only U.S. publicly traded REIT. On September 2, 2026, Janus Living, Inc. (NYSE:JAN) closed at $30.70 per share. Over the past month, Janus Living, Inc. (NYSE:JAN) returned 5.51%, and its shares are up 27.08% over the three months. Janus Living, Inc. (NYSE:JAN) has a market capitalization of $9.45 billion.
WestEnd Capital Management stated the following regarding Janus Living, Inc. (NYSE:JAN) in its Q2 2026 investor letter:
"Janus Living, Inc. (NYSE:JAN) is one of the nation's largest pure-play owners and operators of senior housing communities. Unlike traditional triple-net REITs that collect fixed lease payments, Janus generates operating income directly from resident rents and service fees. That means the company captures the full operational upside as occupancy and rental rates increase, while also ******* uming the operational risks of running its communities. Because residents pay privately rather than through Medicare or Medicaid reimbursement programs, the business is largely insulated from changes in government reimbursement policy.
The industry's long-term fundamentals remain compelling:
#westend
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