JPMorgan US Smaller Companies Investment Trust PLC GBP Equity Research & Stock Reports

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28 Mar 24

JPMorgan US Smaller Companies

JUSC: diversification and valuation opportunity in US smaller companies…

Companies: JPMorgan US Smaller Companies Investment Trust PLC GBP

Kepler | Trust Intelligence

19 Apr 23

JPMorgan US Smaller Companies

JUSC offers all-weather exposure to a dynamic market…

Companies: JPMorgan US Smaller Companies Investment Trust PLC GBP

Kepler | Trust Intelligence

24 Mar 23

A feast of ideas for your ISA Event - Using investment trusts for income with JPMorgan's Simon Elliott

Premium

31 May 22

JPMorgan US Smaller Companies

JPMorgan US Smaller Companies (JUSC) follows an investment philosophy that aims to identify high-quality investment opportunities within the US small-cap market. The trust is managed by the highly experienced team of Don San Jose, Dan Percella and Jonathan Brachle. The importance of quality is ingrained in the team’s investment process, be that through the quality of management and the business model.

Companies: JPMorgan US Smaller Companies Investment Trust 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

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

22 Sep 21

JPMorgan US Smaller Companies - Overview

JPMorgan US Smaller Companies (JUSC) offers investors a portfolio of small-cap US equities, with a process that places great weight on the quality of a company and the strength of its management team. JUSC benefits from the expertise of its strong team of four dedicated investment professionals, with its lead manager, Don San Jose, having 24 years of experience. The team’s focus on quality means that they will typically forgo zero-earning stocks, binary growth stocks or so-called ‘meme’ stocks.

Companies: JPMorgan US Smaller Companies Investment Trust PLC GBP

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

05 Mar 21

JPMorgan US Smaller Companies - Overview

JPMorgan US Smaller Companies Investment Trust (JUSC) offers investors a portfolio of US small-cap equities chosen via a bottom-up, quality-centric investment process. JUSC is run by a dedicated four-strong team, led by the experienced Don San Jose. The team look for what they consider to be the highest-quality companies, with quality being determined by a company’s business model and management quality above all other factors. While turnover is generally low, the team have taken advantage of th

Companies: JPMorgan US Smaller Companies Investment Trust PLC GBP

Kepler | Trust Intelligence

10 Aug 20

JPMorgan US Smaller Companies - Overview

JPMorgan US Smaller Companies Investment Trust (JUSC) aims to provide investors with capital growth through a portfolio of US smaller companies. Don San Jose is the lead manager of the trust, supported by co-managers Dan Percella and Jon Brachle. Together they employ an active stock picking approach, looking for high-quality businesses that can perform strongly regardless of market conditions. Despite the focus on quality the managers will not overpay for growth, and a great deal of emphasis is

Companies: JPMorgan US Smaller Companies Investment Trust PLC GBP

Kepler | Trust Intelligence

29 Jan 20

JPMorgan US Smaller Companies - Overview

JPMorgan US Smaller Companies Investment Trust (JUSC) aims to provide investors with capital growth through a portfolio of US smaller companies. JUSC is actively managed, with Don San Jose as the lead manager, supported by portfolio managers Dan Percella and Jon Brachle. The team take a purely bottom-up approach to investing, searching for high-quality businesses with strong management teams. They will not, however, overlook the price they are paying, and a great deal of emphasis is placed on f

Companies: JPMorgan US Smaller Companies Investment Trust PLC GBP

Kepler | Trust Intelligence

28 Aug 19

Quality street: can the dominant style continue to outperform?

Quality as an investing style has outperformed significantly in recent years, and over the past 12 months especially so. After this kind of outperformance, it is natural to ask whether a trend is over-done and profits should be taken – and that is what we have done. When analysing the typical quality benchmarks, it quickly becomes apparent that these indices have significant industry and sector exposures, which could affect how they perform in the future and put them at risk of a down period. Bu

Companies: DGN ANII FGT SST JUSC FEET

Kepler | Trust Intelligence

05 Jun 19

USA! USA. USA?

2018 saw the first negative calendar year for the S&P 500 and the Dow Jones since 2008 and, despite a subsequent rally, sentiment remains divided between those who believe the US market has more room to run, and those who think the longest bull market in history will soon come screeching to a halt. Instinctively, it feels like a correction must be due and, indeed, a recent survey of Kepler Trust Intelligence readers showed the majority feel that there are choppy waters ahead. Among those who fel

Companies: IBT BRSA USA JUSC JAM TPOU ATT

Kepler | Trust Intelligence

24 May 19

JPMorgan US Smaller Companies Investment Trust - Overview

JPMorgan US Smaller Companies Investment Trust (JUSC) aims to provide investors with capital growth through a portfolio of US smaller companies. Don San Jose is the lead manager of the trust, supported by portfolio managers Dan Percella and John Brachle. Together, the team use bottom-up investment analysis to identify high quality companies that demonstrate balance sheet strength and solid cashflows. Through constantly assessing the underlying company’s ‘pathway’ for earnings into the future, a

Companies: JPMorgan US Smaller Companies Investment Trust PLC GBP

Kepler | Trust Intelligence