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Manager Christopher Berrier is confident that better times for the trust's investors could be around the corner.

Manager Christopher Berrier is confident that better times for the trust's investors could be around the corner.

Boom and bust: What impact has Covid-19 had on commodities cycle? Taking a close eye on the mining sector Matthew Read of Quoted Data Matthew Re History shows that commodity cycles tend to be long. Back in the summer of 2019, Robert Siddles, the then-manager of what is now Brown Advisory US Smaller Companies, joked with me that commodity cycles tend to have ten up years, then 18 down years, so, with the last up cycle starting in the early 2000s, he planned to start looking at them again in 2027.  In reality, the pandemic appears to have moved this date forward. But why do commodity markets h...

Brown Advisory replaces top ten holdings in former Jupiter US Smaller Companies IT replaces healthcare as biggest sector IT replaces healthcare as biggest sector Brown Advisory has revamped the portfolio of the US Smaller Companies investment trust after winning the mandate from Jupiter Asset Management last year. Following the retirement of Robert Siddles, the £159m trust appointed Brown Advisory as investment managers, effective 1 April 2021. Since taking control of the trust, managers Christopher Berrier and George Sakellaris have entirely replaced the top ten holdings, with Charles River...