Disclaimer
This is a non-independent marketing communication commissioned by Brown Advisory. 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 Trust Issues, we speak to Christopher Berrier, manager of Brown Advisory US Smaller Companies (BASC), about the opportunity for investors in the sector, including managing downside risk for investors, the impact of AI, the rationale for an allocation to US small-caps and the outlook for the sector.
00:00 Introduction
00:17 Overview of BASC’s objective
02:59 Investment case for Clear Secure
05:51 Managing downside risk for investors
09:42 Potential shrinking of the US small-cap sector
12:39 Impact of AI on the sector
16:48 Rationale for allocation to US small-caps
19:23 Impact of rate cuts
22:40 Risk warning