Investment trusts find value beyond the magnificent seven
The Association of Investment Companies (AIC) asked fund managers of investment trusts in the North America and North American Smaller Companies sectors if
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The Association of Investment Companies (AIC) asked fund managers of investment trusts in the North America and North American Smaller Companies sectors if
Small-cap stocks are cheap in North America, and there are two top-performing investment trusts investors can buy to profit writes Max King.
Investegate announcements from Brown Advisory US, Results analysis from Kepler Trust Intelligence
Small-cap stocks have traditionally outperformed their blue-chip cousins. But is this still true today? Max King looks at their performance, and the advantages of investing in small-cap-focused investment trusts
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 Berrie...