这位 Janus Henderson 基金经理持有 CoreWeave 的债务——以下是他坚守阵地的原因

John Lloyd, a portfolio manager at Janus Henderson, has expressed a positive outlook on CoreWeave, a company specializing in data center infrastructure. His fund currently holds debt issued by CoreWeave, signaling a belief in the company's financial stability and future growth potential. Lloyd specifically identifies CoreWeave as a 'best in class' player within the data center sector, suggesting it possesses competitive advantages. This investment strategy implies that despite the inherent risks associated with debt holdings, the manager sees a compelling buying opportunity. The decision to stick with this position indicates strong conviction in CoreWeave's business model and its ability to generate returns. The data center industry, particularly those supporting AI and high-performance computing, is experiencing significant demand.