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BROWN ADVISORY: Trust's secret of success...the three Gs!

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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BROWN ADVISORY: Trust's secret of success...the three Gs!

BROWN ADVISORY: Trust's secret of success...the three Gs!
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