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Trust Issues: investing in US small-caps with BASC manager Christopher Berrier
In this episode of Trust Issues, we speak to Christopher Berrier, manager of Brown Advisory US Smaller Companies, about the opportunity for investors in the sector, including managing downside risk for investors, the impact of AI, the rationale for an allocation to US small-caps and the outlook for the sector.
00:00 Introduction
00:17 Overview of BASC’s objective
02:59 Investment case for Clear Secure
05:51 Managing downside risk for investors
09:42 Potential shrinking of the US small-cap sector
12:39 Impact of AI on the sector
16:48 Rationale for allocation to US small-caps
19:23 Impact of rate cuts
22:40 Risk warning
Our latest note on BASC - https://www.trustintelligence.co.uk/investor/articles?fund_id=172
BASC website - https://www.brownadvisory.com/intl/investment-trusts/brown-advisory-us-smaller-companies-plc
View all episodes
By Kepler PartnersIn this episode of Trust Issues, we speak to Christopher Berrier, manager of Brown Advisory US Smaller Companies, about the opportunity for investors in the sector, including managing downside risk for investors, the impact of AI, the rationale for an allocation to US small-caps and the outlook for the sector.
00:00 Introduction
00:17 Overview of BASC’s objective
02:59 Investment case for Clear Secure
05:51 Managing downside risk for investors
09:42 Potential shrinking of the US small-cap sector
12:39 Impact of AI on the sector
16:48 Rationale for allocation to US small-caps
19:23 Impact of rate cuts
22:40 Risk warning
Our latest note on BASC - https://www.trustintelligence.co.uk/investor/articles?fund_id=172
BASC website - https://www.brownadvisory.com/intl/investment-trusts/brown-advisory-us-smaller-companies-plc