December 2023
Guides
Investing in US small caps with investment trusts
Closed-ended funds provide a simple way to access US smaller companies...
06 Dec
06 Dec
Blog
Is greed good?
With the Fear and Greed Index ending the year on a high, is investor optimism justified…?
22 Dec
22 Dec
Fund Research
Brown Advisory US Smaller Companies
BASC’s manager believes low valuations may offer a starting point for long-term outperformance…
08 Dec
08 Dec
April 2023
Features
The opportunity in struggling smaller companies
As smaller companies valuations struggle, Brown Advisory US Smaller Companies' risk-aware approach to growth investing looks timely…
05 Apr
05 Apr
Fund Research
JPMorgan US Smaller Companies
JUSC offers all-weather exposure to a dynamic market…
19 Apr
19 Apr
September 2022
Strategy
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…
07 Sep
07 Sep
Events
Mind the gap
While chaos reigns in the short-term for markets, some investors see a growing disconnect between prices and reality...
28 Sep
28 Sep
Replay
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...
28 Sep
28 Sep
November 2021
Strategy
How Do You Like Them Apples
Judging whether the US market is expensive is not as easy as many make it out to be…
17 Nov
17 Nov
Fund Research
Brown Advisory US Smaller Companies
BASC has performed strongly under its new manager…
26 Nov
26 Nov
News
Results analysis: Brown Advisory US Smaller Companies
BASC has made a solid start under the new manager, generating significant outperformance….
02 Nov
02 Nov
October 2021
Events
Six trusts on juicy discounts
Last week we heard from the managers of six investment trusts at our annual discount focussed event, all of whom believe their strategy is in a good position to perform…
06 Oct
06 Oct
Replay
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...
06 Oct
06 Oct
September 2021
Events
Now that's what I call a discount 2021!
For the second year running we examine trusts on discounts which, in our view, don't make sense...
23 Sep
23 Sep
Features
Quick out of the blocks
Following a change of management earlier this year, Brown Advisory US Smaller Companies has recorded a strong start under its new leadership. Here, we profile some of the companies that have driven this momentum…
29 Sep
29 Sep
Fund Research
JPMorgan US Smaller Companies
While the economic outlook may be good for JUSC’s quality bias, its current discount offers an attractive entry point…
22 Sep
22 Sep
April 2021
Strategy
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...
22 Apr
22 Apr
REPLAY
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...
30 Apr
30 Apr
Fund Research
Brown Advisory US Smaller Companies
JUS’s new manager brings a new strategy, and scope for the discount to narrow…
28 Apr
28 Apr