Brown Advisory US Smaller Companies PLC GBP Equity Research & Stock Reports

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09 Jan 24

Probably better asking an octopus

When a boy of the Algonquin people of Quebec reached puberty, they were taken to a secluded area and given a powerful and extremely hallucinogenic poison called Wysoccan, in the hope that this would purge their young minds of any memory of their childhood and leave them with a clean slate to face the years ahead. Some were so badly stricken by the drug that they would also lose the ability to speak and be unable to recognise members of their own family. Having spent most of the last fortnight

Companies: NBPE BUT BASC SHRS ESCT RKW CCJI BBH

Kepler | Trust Intelligence

08 Dec 23

Brown Advisory US Smaller Companies

BASC’s manager believes low valuations may offer a starting point for long-term outperformance…

Companies: Brown Advisory US Smaller Companies PLC GBP

Kepler | Trust Intelligence

01 Dec 23

Delivering on its promise

Since the appointment of Brown Advisory as manager in April 2021, BASC has outperformed the Russel 2000 by c .200bps per annum. We attribute this performance to the team’s consistent commitment to its strategy of owing a fairly concentrated (c.75 investees) but diversified portfolio of durable growth companies. We remind investors that the fund’s high active share (>90%) and avoidance of more cyclical companies can lead to short term divergence from the fund’s comparator index (the Russell 2000)

Companies: Brown Advisory US Smaller Companies PLC GBP

Singer Capital Markets

27 Feb 23

Brown Advisory US Smaller Companies

BASC: small cap quality growth in the world’s largest equity market...

Companies: Brown Advisory US Smaller Companies PLC GBP

Kepler | Trust Intelligence

05 Dec 22

Undiscovered quality growth

Since Chris Berrier of Brown Advisory started managing BASC in April 2021, the fund has underperformed (-1.8% versus -1.0%) the Russell 2000 TR Index and has outperformed in 55% of weekly periods. The team summarise their approach as seeking long term compounders via their 3G (Growth, Governance and Go-to-Market) process. Their aim is to invest in a company at a point of inflection and to own it throughout the time it takes for the market to recognise the change. Trading on a 10% discount to NAV

Companies: Brown Advisory US Smaller Companies PLC GBP

Singer Capital Markets

04 Jul 22

Brown Advisory US Smaller Companies

Brown Advisory US Smaller Companies (BASC) offers access to a portfolio of high-quality growth companies in the US small cap market, which brings exposure to the long-term growth potential in the dynamic US economy.

Companies: Brown Advisory US Smaller Companies PLC GBP

Kepler | Trust Intelligence

16 Mar 22

It’s the end of the world as we know it

We examine five potential themes for investors seeking long-term returns in a troubled and uncertain world

Companies: BASC BRLA BRWM MYI RICA ATST BRSA JUSC BHMG

Kepler | Trust Intelligence

10 Jan 22

Bargain hunt

We survey the discount opportunities in the market and update on the performance of our Discounted Opportunities Portfolio

Companies: OCI NBPE BASC BRLA SST JUSC SONG

Kepler | Trust Intelligence

25 Nov 21

Brown Advisory US Smaller Companies - Review

Brown Advisory US Smaller Companies (BASC) has made a strong start to its life under the new portfolio manager. Chris Berrier of Brown Advisory was named the new manager in late 2020, and management responsibilities transitioned on 1 April 2021 following the retirement of Jupiter’s Robert Siddles. As we discuss under the Performance section, the trust has outperformed under the new strategy, despite choppy markets. Chris’s strategy uses bottom-up analysis to select the best long-term growth opp

Companies: Brown Advisory US Smaller Companies PLC GBP

Kepler | Trust Intelligence

17 Nov 21

How Do You Like Them Apples

Very few investors need to be reminded that the US market has hugely outperformed the rest of the world in the historic bull market following the Great Financial Crisis. Unfortunately, the discretionary fund managers that manage the portfolios of British retail investors need reminding even less, having been as a group systematically underweight in the US in their equity allocations. In the below chart, we have plotted the average US weighting in the equity portion of UK multi-asset funds in the

Companies: BASC JUSC JAM NBPU

Kepler | Trust Intelligence

14 Sep 21

Bargains galore

We last updated our discounted opportunities portfolio in July. Since then markets have been grinding higher but discounts have not moved – and perhaps slightly widened. We think readers will largely agree that it is hard to have conviction about the direction of markets and leadership at the moment, which may explain the static picture regarding discounts. At a directional level, the easy gains in the recovery have been made, and government support schemes have still to be wound down, creating

Companies: OCI BASC ASCI JGC JUSC CCJI NBPU

Kepler | Trust Intelligence

27 Apr 21

Jupiter US Smaller Companies - Overview

Jupiter US Smaller Companies (JUS) will be renamed Brown Advisory US Smaller Companies (BASC) in mid-May, subject to shareholder approval, after the mandate was taken over by the new manager on 1 April 2021. Chris Berrier heads up the Brown Advisory US Small Cap Growth team, and is the new lead manager. He has run the same strategy in the open-ended space since 2006, which has outperformed both the small cap Russell 2000 index and the Russell 2000 Growth. As discussed in performance, the Brown A

Companies: Brown Advisory US Smaller Companies PLC GBP

Kepler | Trust Intelligence

22 Apr 21

FAANGs for the memories

Large-cap technology stocks have dominated global markets in recent years, especially in the US where the FAANGs (Facebook, Amazon, Apple, Netflix and Alphabet) have reigned supreme. Combined, the FAANGs and Microsoft currently make up 12% of global equity markets while also having been amongst the best-performing companies globally. Yet we think the future doesn’t look as bright for these giants, with a series of antitrust suits on the horizon and declining tailwinds from COVID-19 lockdowns. Th

Companies: BASC BRSA USA JMI JAM ATT

Kepler | Trust Intelligence

16 Mar 21

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 believe

Companies: Brown Advisory US Smaller Companies PLC GBP

QuotedData Professional

16 Mar 21

Over the pond

Companies: Brown Advisory US Smaller Companies PLC GBP

QuotedData