Janus Henderson manager keeps CoreWeave debt, sees buying opportunity
Janus Henderson portfolio manager John Lloyd, whose fund owns CoreWeave bonds, said he is sticking with the position and sees a buying opportunity in what he calls a 'best in class' data center play, according to CNBC Hedge Funds. The post does not state the size of the holding or any figures.
Why “Unverified”
- Reported by CNBC Hedge Funds alone, with no second source or primary confirmation yet
1 independent source group across 1 post · evidence score 56/100. How labels work
What the sources claim
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Janus Henderson portfolio manager John Lloyd's fund owns CoreWeave bonds.
“Janus Henderson portfolio manager John Lloyd, whose fund owns CoreWeave bonds”
CNBC Hedge Funds -
Lloyd is sticking with the CoreWeave debt position and sees a buying opportunity in the data center play.
“sees a buying opportunity for this 'best in class' data center play”
CNBC Hedge Funds
Sources
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Summary and claims extracted by AI with prompt analyze-story@5 on 2026-10-20 22:10 UTC. Labels are computed from the sources, not by the model.