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Video interview with JMI Manager Georgina Brittain

We talk valuations, M&A and the attractions of UK small caps...
David Kimberley
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Updated 13 Jul 2023
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Disclosure – Non-Independent Marketing Communication

This is a non-independent marketing communication commissioned by JPMorgan UK Small Cap Growth & Income. 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.

Video

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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JPMorgan UK Small Cap Growth & Income 18 September 2024

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About the Author

David Kimberley
[email protected]
David is an investment specialist for Kepler Trust Intelligence. Prior to joining Kepler Partners, he helped build the communications and editorial team at Freetrade, a retail stockbroker, and worked as a financial journalist in the Middle East. David has a BA in history from University College London.

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