Trust Issues: investing in US small-caps with BASC manager Christopher Berrier — Kepler Trust Intelligence Podcast

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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