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About the company
Brown Advisory US Smaller Companies PLC is a United Kingdom-based independent investment management and strategic advisory company. The Company’s investment objective is to achieve long-term capital growth by investing in a diversified portfolio primarily of quoted United States smaller and medium-sized companies. It invests in smaller companies, which can be less liquid than investments in larger companies and can have fewer resources than larger companies to cope with unexpected adverse events. The Company invests mainly in shares. Its investment portfolio includes healthcare, information technology, industrials, consumer discretionary, cash and gearing, communication services, energy, consumer staples, financials, materials, and real estate. The Company operates in Austin, Baltimore, Boston, Delaware, Frankfurt, London, Nashville, New York, North Carolina, San Francisco, Singapore, and Southern California, among others. The Company's portfolio manager is Brown Advisory LLC.
- Revenue in GBP (TTM)11.32m
- Net income in GBP9.50m
- Incorporated1993
- Employees0.00
- LocationBrown Advisory US Smaller Companies PLC70 Victoria StreetLONDON SW1E 6SQUnited KingdomGBR
- Phone+44 20 3301 8130Fax+44 20 7628 8188
- Websitehttps://www.brownadvisory.com/intl/investment-trusts/brown-advisory-us-smaller-companies-plc
Profile
| Management group(s) | Brown Advisory |
|---|---|
| AIC sector | North American Smaller Companies |
| ISIN | GB0003463402 |
| Launch date | 10 Mar 1993 |
| Share type | Ordinary Share |
| Structure | Investment Trust |
| Base currency | GBP |
Objective
To achieve long-term capital growth by investing in a diversified portfolio primarily of quoted US smaller and medium-sized companies.
Managed by
| Christopher A. Berrier, George J Sakellaris |
|---|
Management & contract fees
The management fee has been calculated at 0.7% p.a. on the first GBP 200m; 0.6% of the next GBP 300m; and 0.5% thereafter of the Company's adjusted NAV. The management fee is calculated and payable on a quarterly basis.
Peer analysis
| Company | Revenue (TTM) | Net income (TTM) |
|---|---|---|
| abrdn Equity Income Trust PLC | 6.15m | 3.03m |
| Blackrock Energy and Rsrcs Incm Trst PLC | -20.05m | -23.40m |
| Hargreave Hale AIM VCT PLC | -25.84m | -29.73m |
| Mobius Investment Trust PLC | -3.78m | -6.90m |
| Blackrock Sustnble Amrcn Incme Trst PLC | -7.24m | -9.46m |
| Proven Growth and Income VCT PLC | -5.14m | -9.09m |
| Seraphim Space Investment Trust PLC | 7.33m | 3.31m |
| Foresight Enterprise VCT PLC | 14.45m | 9.06m |
| Brown Advisory US Smaller Companies PLC | 11.32m | 9.50m |
| India Capital Growth Fund Ltd | 144.00k | 38.61m |
| British Smaller Companies VCT2 PLC | 11.11m | 6.69m |
| ProVen VCT plc | 1.01m | -2.86m |
| Lindsell Train Investment Trust PLC | 54.00k | -1.83m |
| Strategic Equity Capital PLC | 29.71m | 27.29m |
| JZ Capital Partners Limited | -12.69m | -25.50m |
| JPMorgan Japan Smll Cap Grwth & Inm PLC | 7.67m | 4.58m |
