JPMorgan US Smaller Companies Investment Trust plc (JUSC.L) LSE

Currency In GBp

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JPMorgan US Smaller Companies Investment Trust plc

Address

20 Finsbury Street

London, EC2Y 9AQ

United Kingdom of Great Britain and Northern Ireland (the)

Phone

44 20 7742 6000

Sector

Financial Services

Industry

Asset Management

Employees

0

First IPO Date

March 31, 1998

Key Executives

NameTitlePayYear Born
Jeffrey SoffenInvestment Manager0N/A
Daniel J. PercellaPortfolio Manager01980
Jon BrachleInvestment Manager0N/A
Don San JosePortfolio Manager01971
Jason BlumsteinInvestment Manager0N/A
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Description

The JPMorgan US Smaller Companies Investment Trust plc, trading as JUSC.L, operates as an open-ended equity mutual fund. It is primarily managed by JPMorgan Funds Limited, with JPMorgan Asset Management (UK) Limited acting as co-manager. This trust strategically invests in publicly traded companies throughout the United States, with a particular emphasis on small-capitalization growth stocks across diverse sectors. Its investment strategy is rooted in thorough fundamental analysis and a bottom-up stock selection process, prioritizing businesses that exhibit strong competitive edges, sound operational models, capable management, and significant potential for expansion. The fund's performance is benchmarked against the Russell 2000 Index Net (£). Established in 1955, the trust was previously known as JPMorgan US Discovery Investment Trust plc and is domiciled in the United Kingdom.

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