Disclosure – Non-Independent Marketing Communication
This is a non-independent marketing communication commissioned by JPMorgan UK Smaller Companies. The report has not been prepared in accordance with legal requirements designed to promote the independence of investment research and is not subject to any prohibition on the dealing ahead of the dissemination of investment research.
In this episode of Talking Trusts, we speak to Georgina Brittain, manager of the JPMorgan UK Smaller Companies Investment Trust. Georgina has been managing UK small cap funds for over two decades and we cover why UK small caps look appealing, valuations in the UK market, and what JMI has been been investing in. You can skip to individual questions using the time stamps below:
00:00 - Intro + risk warnings
01:00 - Why invest in UK small caps?
02:02 - How has the sector changed in the past two decades?
04:06 - There is a perception that UK companies are 'old world' and backward looking. Does that apply to small caps?
05:15 - What sort of companies do you look to invest in at JMI?
07:45 - Does a lack of analyst coverage increase the opportunity set?
09:46 - How are the companies in your
11:43 - The UK is undervalued as a whole. Is that true for small caps?
13:20 - Is private equity a positive or negative for UK companies?
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