Jupiter US Smaller Companies PLC

Jupiter US Smaller Companies PLC
Jupiter Asset Management Limited
Closed Ended Investment Company
North American Smaller Companies
1.01 %
Risk Rating
3 Year Sharpe
3 Year Alpha
0 %
Russell 2000 TR USD
Fund Size
£ 146.97 million
Discount Premium
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 %
Ensign Group Inc 4.96 %
The Chefs' Warehouse Inc 4.95 %
America's Car-Mart Inc 4.92 %
Genesee & Wyoming Inc Class A 4.33 %
Covanta Holding Corp 3.68 %
MSC Industrial Direct Co Inc Class A 3.66 %
Alleghany Corp 3.60 %
DMC Global Inc 3.29 %
Old Dominion Freight Lines Inc 3.14 %
Ollie's Bargain Outlet Holdings Inc 3.08 %
Region %
United States 97.09 %
Sector %
Industrials 23.76 %
Financial Services 17.51 %
Consumer Defensive 12.47 %
Consumer Cyclical 11.69 %
Healthcare 11.06 %
Technology 6.82 %
Basic materials 6.58 %
Energy 5.21 %
Jupiter Asset Management Limited
SW1E 6SQ, London, United Kingdom
Legal Structure
Closed Ended Investment Company


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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