September 2023
Strategy
You should be dancing…
North America should be a core part of any portfolio…
06 Sep
06 Sep
News
Results analysis: Brown Advisory US Smaller Companies
BASC has outperformed its benchmark since Brown Advisory took the helm in 2021, but US smaller companies remain undervalued…
21 Sep
21 Sep
September 2022
Strategy
American muscle
Beating US indices is a monumental task. We examine the closed- and open-ended North American sectors to see how they have fared…
07 Sep
07 Sep
Events
Mind the gap
While chaos reigns in the short-term for markets, some investors see a growing disconnect between prices and reality...
28 Sep
28 Sep
Replay
Slides and Audio: Brown Advisory US Smaller Companies
Download the presentation and listen to the audio from our 'Growth at an unreasonable price' event from 21 September...
28 Sep
28 Sep
News
Results analysis: Brown Advisory US Smaller Companies
BASC’s managers took advantage of falling markets, in a tough year for small caps…
29 Sep
29 Sep
November 2021
Strategy
How Do You Like Them Apples
Judging whether the US market is expensive is not as easy as many make it out to be…
17 Nov
17 Nov
Fund Research
Brown Advisory US Smaller Companies
BASC has performed strongly under its new manager…
26 Nov
26 Nov
News
Results analysis: Brown Advisory US Smaller Companies
BASC has made a solid start under the new manager, generating significant outperformance….
02 Nov
02 Nov
April 2021
Strategy
FAANGs for the memories
The massive outperformance of mega-cap tech last year could become a thing of the past if anti-trust legislation and negative sentiment starts to bite...
22 Apr
22 Apr
REPLAY
Slides and Audio: Jupiter US Smaller Companies
Our research team at Kepler Trust Intelligence hosted a Q&A webinar with Chris Berrier, the new lead manager of the trust at Brown Advisory...
30 Apr
30 Apr
Fund Research
Brown Advisory US Smaller Companies
JUS’s new manager brings a new strategy, and scope for the discount to narrow…
28 Apr
28 Apr
October 2018
Strategy
The Trump effect
Two years after the shock election of Donald Trump, we take a look at what the Trump administration has really meant for US markets and the trusts that invest in them...
31 Oct
31 Oct
Fund Research
Brown Advisory US Smaller Companies
Performance has been dull over the medium term, however, 2018 has seen an extraordinary turnaround for the trust...
30 Oct
30 Oct
April 2018
Strategy
The $23.9 trillion dollar question*
Are US equities, which have hit record highs on 71 occasions in the last 12 months, overpriced or are they actually trading at a price worth paying?
26 Apr
26 Apr
Fund Research
Brown Advisory US Smaller Companies
The trust aims to achieve long-term capital growth for shareholders from a diversified portfolio primarily of quoted US smaller and medium-sized companies.
20 Apr
20 Apr