- Small-cap growth with a margin of safety
Jupiter US Smaller Companies (JUS) invests in small and mid-cap US companies with the aim of achieving long-term capital growth with capital preservation. Robert Siddles, the manager since the trust’s launch in 1993, seeks to invest in companies with strong franchises, equity-owning managements, high free cash flow and pricing power, which have experienced a period of share price weakness and offer at least 50% upside to their assessed fair value. This conservative approach means that the portfolio can underperform in periods when either high-risk stocks such as biotechnology lead, as happened in 2015, or when the market rises rapidly, as occurred last year.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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