In this special episode of the Sharesify podcast, James and Ian welcome Jon Brachle, manager of investment trust JPMorgan US Smaller Companies (JUSC). The fund provides investors with pure exposure to the heart of corporate USA, where Jon sees an abundance of underappreciated growth opportunities. Our special guest talks us through the advantages of the investment trust structure when it comes to investing in US small caps. Jon stresses that he is ‘laser-focused on quality’. He explains how he screens the market for cash-generative companies with competitive advantages and attractive growth prospects. In addition, Jon discusses the importance of backing proven management teams with ‘skin in the game’. He tells viewers why the trust is overweight the industrials sector. And he sets out the bull case for civil infrastructure firm Construction Partners. Finally, Jon outlines the merits of the trust’s planned combination with Brown Advisory US Smaller Companies (BASC).
