Jupiter US Smaller Companies PLC

Name
Jupiter US Smaller Companies PLC
Manager
Jupiter Asset Management Limited
Type
Closed Ended Investment Company
ISIN
GB0003463402
Sector
North American Smaller Companies
Launched
10/03/1993
OCF
1.01 %
Risk Rating
4
3 Year Sharpe
0.89
3 Year Alpha
1.66
Yield
0 %
Benchmark
Russell 2000 TR USD
Fund Size
£ 146.77 million
NAV
1,139
Gearing
104
Discount Premium
-7
The investment objective of the Company is to achieve long-term capital growth by investing in a diversified portfolio primarily of quoted US smaller and medium-sized companies. The Manager takes a risk-averse approach to investment, emphasising capital preservation. The Company has adopted a disciplined and relatively conservative investment style that focuses on companies with a strong franchise, free cash flow and insider ownership by management.
Holding %
The Chefs' Warehouse Inc 5.63 %
Ollie's Bargain Outlet Holdings Inc 5.61 %
America's Car-Mart Inc 4.31 %
Ensign Group Inc 4.15 %
Genesee & Wyoming Inc Class A 4.06 %
Alleghany Corp 4.05 %
MSC Industrial Direct Co Inc Class A 3.76 %
Covanta Holding Corp 3.15 %
Addus HomeCare Corp 3.11 %
Old Dominion Freight Lines Inc 2.96 %
Region %
United States 98.35 %
Sector %
Industrials 23.25 %
Financial Services 17.59 %
Consumer Defensive 13.57 %
Consumer Cyclical 12.08 %
Healthcare 11.63 %
Technology 7.54 %
Basic materials 6.65 %
Name
Jupiter Asset Management Limited
Address
SW1E 6SQ, London, United Kingdom
UCITS
No
Legal Structure
Closed Ended Investment Company

Managers

Robert Siddles
Joined 01/01/2001

Robert Siddles joined Jupiter in January 2014 as an equity fund manager specialising in US smaller companies. Robert joined Jupiter from F&C, where he was a US smaller companies fund manager from 2001. Prior to this he spent nine years at Gartmore Investment Management, the last five as head of US equities. Before this he spent five years at Capel-Cure Myers Capital Management as a US fund manager and three years at Coopers & Lybrand. Robert qualified as a chartered accountant with Coopers and Lybrand and has a DPLI in Physical Chemistry from Oxford University.

Data provided by Morningstar.

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