It hasn t taken long for Baltimore-based Chris Berrier to make an impact at Jupiter US Smaller Companies, a fund he was appointed to run in April by its board of directors after the retirement of the previous manager.
For a start, the trust s name has since been changed to Brown Advisory US Smaller Companies in acknowledgement of the US company Berrier has worked for since the early 2000s. The fund s charges have also been tickled down to give shareholders a bigger slice of future returns.
But more importantly, the portfolio has been overhauled with only two of the 37 holdings that Berrier inherited surviving. The result is a £165million trust that today comprises 79 stocks with a strong emphasis on health care and IT companies.
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Private Investor is a recipient of the information who meets all of the conditions set out below, the recipient: 1. Obtains access to the information in a personal capacity; 2. Is not required to be regulated or supervised by a body concerned with the regulation or supervision of investment or financial services; 3. Is not currently registered or qualified as a professional securities trader or investment adviser with any national or state exchange, regulatory authority, professional association or recognised professional body; 4. Does not currently act in any capacity as an investment adviser, whether or not they have at some time been qualified to do so;
Important information This report has been issued by Kepler Partners LLP. The analyst who has prepared this report is aware that Kepler Partners LLP has a relationship with the company covered in this report and/or a conflict of interest which may impair the objectivity of the research. Past performance is not a reliable indicator of future results. The value of investments can fall as well as rise and you may get back less than you invested when you decide to sell your investments. It is strongly recommended that if you are a private investor independent financial advice should be taken before making any investment or financial decision.