Jupiter US Smaller Companies PLC Initiation research from QuotedData
17 March 2021 - 6:13AM
RNS Non-Regulatory
TIDMJUS
Jupiter US Smaller Companies PLC
16 March 2021
Jupiter US Smaller Companies - Initiation research from
QuotedData
16(th) March 2021
Over the pond
From the beginning of April, Brown Advisory (Brown) is set to
take over the management of Jupiter US Smaller Companies (JUS),
following the retirement of the trust's long-standing manager,
Robert Siddles. Back in December, when JUS's board announced its
intention to appoint Brown, it said that the long and impressive
track record of the new manager's US small-cap growth strategy,
with annualised returns of 14.5% over 10 years, stood out in a
highly competitive field. It also said that it believed that the
appointment of Brown should lead to strong performance, a narrower
discount and ultimately the ability to grow the company over time.
With this major change now approaching, this note takes an in-depth
look at JUS and explores the key changes that investors should
expect to see. One key difference is that the portfolio will be
managed from the US, rather than remotely from the UK.
Full research:
https://quoteddata.com/research/jupiter-smaller-companies-pond-qd/
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