Shares of Janus and Eaton Vance have outpaced all other asset managers over the past three months, Reuters reports. While the two companies take entirely different investment approaches—Janus primarily known for large-cap growth and Eaton Vance for tax-managed and other conservative strategies—what’s driving their strong returns is expectations of robust earnings growth.

Janus has risen 37% in the period; Eaton Vance 27.2%. And in the past year, Eaton Vance’s stock has soared 65% and Janus’s 56%.

“For Janus, it is the expectation that growth investing is really going to come back. At Eaton Vance, it’s about things going on there that are going to result in better than expected earnings growth in 2008,” said Roger Smith, an analyst at Fox-Pitt, Kelton.

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