Brown Advisory replaces top ten holdings in former Jupiter US Smaller Companies

IT replaces healthcare as biggest sector

James Baxter-Derrington
clock • 1 min read

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. Brown Advisory wins Jupiter US Smaller Companies mandate Since taking control of the trust, managers Christopher Berrier and George Sakellaris have entirely replaced the top ten holdings, with Charles River Laboratories International taking America's Car-Mart's top spot. Genpact, Zynga, Workiva and IAA Inc Common Stock round out the new top five respectively, pushing out On Semiconductor, Pennant Group, Addus Homecare and Ensign Group as investors are...

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