Initiation: Small-cap growth with value discipline
Jupiter US Smaller Companies (JUS) is a specialist small- and mid-cap fund focused on the US market. It has been managed since 2001 by Robert Siddles (as F&C US Smaller Companies until both manager and trust transferred to Jupiter Asset Management in early 2014). The manager has a strong valuation focus and seeks to invest in companies that have a good franchise, significant inside ownership, high free cash flow, pricing power and at least 50% share price upside. While US market performance has been led by large-cap and growth stocks in recent years, JUS has a solid long-term track record (annualised returns of c 7-8% over 10 years in both share price and NAV terms) and proven defensive characteristics in volatile markets.Jupiter US Smaller Companies is an investment trust company. Co. invests in a portfolio primarily of quoted U.S. smaller and medium-sized companies. Jupiter Unit Trust Managers Limited is Co.'s Alternative Investment Fund Manager.
Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.
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