Fund Profile
Brown Advisory US Smaller Companies 20 April 2018
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Read the full articleFund History
26 Sep 2024
Results analysis: Brown Advisory US Smaller Companies
BASC is well-positioned for a return to company fundamentals…
28 Aug 2024
Dream team
Our analysts review how their fund picks for 2024 have done…
08 Aug 2024
Monthly roundup: private equity dealings and highlights from July's small cap event 'encore'
Jo and Ryan discuss the latest news, reviews and interviews in the investment trust world...
22 Jul 2024
Overseas equities: more bang for your buck (pound)?
Isn't it nice to talk about something that isn't 'interest rates'?
03 Jul 2024
A really great stockmarket, the best, some tell me the best they’ve ever seen
US equities should be the bedrock of any diversified portfolio…
19 Jul 2024
Brown Advisory US Smaller Companies
Chris Berrier
Rewatch this webinar as part of our July online series 'Small caps - take two' hosted by the team at Kepler Trust Intelligence...
Watch Recording
07 Jun 2024
Monthly round-up of investment trust news - #1
Jo and Ryan discuss the latest news in the investment trust world...
29 May 2024
It’s a small world after all
A recent rally in smaller companies could be the start of a long-term recovery…
20 May 2024
Investing in US small-caps with BASC manager Christopher Berrier - Podcast: Trust Issues #31
We discuss opportunities for investors in the US small-cap sector with BASC manager Christopher Berrier...
03 Jan 2024
Probably better asking an octopus
Our investment trust experts uncurl a tentacle each and choose their ‘top picks’ for 2024…
08 Dec 2023
Fund Analysis
BASC’s manager believes low valuations may offer a starting point for long-term outperformance…
30 Oct 2023
Everything is connected
Brown Advisory US Smaller Companies’ manager identifies why one European mega-cap’s success may be leading to over-pessimism in some US small caps…
21 Sep 2023
Results analysis: Brown Advisory US Smaller Companies
BASC has outperformed its benchmark since Brown Advisory took the helm in 2021, but US smaller companies remain undervalued…
06 Sep 2023
You should be dancing…
North America should be a core part of any portfolio…
19 Jul 2023
Simply the Best
Investing in high quality companies was a successful strategy for many years, but has its time passed?
27 Feb 2023
Fund Analysis
BASC: small cap quality growth in the world’s largest equity market...
29 Sep 2022
Results analysis: Brown Advisory US Smaller Companies
BASC’s managers took advantage of falling markets, in a tough year for small caps…
28 Sep 2022
Mind the gap
While chaos reigns in the short-term for markets, some investors see a growing disconnect between prices and reality...
28 Sep 2022
Slides and Audio: Brown Advisory US Smaller Companies
Download the presentation and listen to the audio from our 'Growth at an unreasonable price' event from 21 September...
07 Sep 2022
American muscle
Beating US indices is a monumental task. We examine the closed- and open-ended North American sectors to see how they have fared…
01 Jul 2022
Fund Analysis
BASC’s wide discount could prove an interesting long-term entry point…
17 Mar 2022
It's the end of the world as we know it
We examine five potential themes for investors seeking long-term returns in a troubled and uncertain world...
26 Nov 2021
Fund Analysis
BASC has performed strongly under its new manager…
17 Nov 2021
How Do You Like Them Apples
Judging whether the US market is expensive is not as easy as many make it out to be…
02 Nov 2021
Results analysis: Brown Advisory US Smaller Companies
BASC has made a solid start under the new manager, generating significant outperformance….
06 Oct 2021
Slides and Audio: Brown Advisory US Smaller Companies
Download the presentation and listen to the audio from our 'Now that's what I call a discount!' Autumn conference on 30 September...
15 Sep 2021
Bargains galore
We review our discounted opportunities portfolio, with one constituent rallying more than 30% in just two months…
30 Apr 2021
Slides and Audio: Jupiter US Smaller Companies
Our research team at Kepler Trust Intelligence hosted a Q&A webinar with Chris Berrier, the new lead manager of the trust at Brown Advisory...
28 Apr 2021
Fund Analysis
JUS’s new manager brings a new strategy, and scope for the discount to narrow…
22 Apr 2021
FAANGs for the memories
The massive outperformance of mega-cap tech last year could become a thing of the past if anti-trust legislation and negative sentiment starts to bite...
09 Dec 2020
Flash update: Jupiter US Smaller Companies
Brown Advisory has been appointed to manage Jupiter US Smaller Companies, utilizing their small cap growth strategy…
13 May 2020
Sea change
While global giants like Amazon still hold the weather gauge, we examine the long term prospects for a shift in the prevailing wind...
11 Sep 2019
Nanny knows best: how regulation is influencing returns
New research suggests disruption is threatened by increased regulation, with clear consequences for investment strategists...
14 May 2019
Fund Analysis
Jupiter US Smaller Companies Trust, run by Robert Siddles for the past 18 years, looks to invest in the areas of the market that lacks positive sentiment...
31 Oct 2018
The Trump effect
Two years after the shock election of Donald Trump, we take a look at what the Trump administration has really meant for US markets and the trusts that invest in them...
30 Oct 2018
Fund Analysis
Performance has been dull over the medium term, however, 2018 has seen an extraordinary turnaround for the trust...
26 Apr 2018
The $23.9 trillion dollar question*
Are US equities, which have hit record highs on 71 occasions in the last 12 months, overpriced or are they actually trading at a price worth paying?
20 Apr 2018
Fund Analysis
The trust aims to achieve long-term capital growth for shareholders from a diversified portfolio primarily of quoted US smaller and medium-sized companies.
About the Author
William Sobczak
William joined Kepler Partners in February 2018 as an investment trust analyst. Prior to joining, William graduated from the University of Western Australia, with a BSc in Psychology.