Investment manager Brown Advisory has launched its new US Small-Cap Blend fund.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
The US Small-Cap Blend fund forms part of the investment manager’s Dublin-domiciled UCITS range of funds. It will be sub-advised by both management teams from the US small-cap growth and US small-cap value strategies.
The portfolio will be composed of around 100 US small cap stocks, employing a bottom-up and long-term investment process.
Chris Berrier, manager of the small-cap growth portfolio at Brown Advisory, said: "The portfolio will be more diversified, style-agnostic and generally more reflective of the broader US small-cap landscape as represented by the Russell 2000 index."
Logie Fitzwilliams, international business head of Brown Advisory, said: "We believe the small-cap environment remains attractive given the relative stability of the US economy and the fact small-cap companies generally have greater domestic revenues than their large-cap peers.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData"In addition, corporate balance sheets are stocked with record amounts of cash so an acceleration in M&A is a possible catalyst for unlocking further potential upside in small caps," Fitzwilliams added.
