Trust Issues: Investing in US small-caps with BASC’s Christopher Berrier

Podcast: Kepler Trust Intelligence Podcast · Kepler Partners

Opublikowano: 2026-06-25

In this episode of Trust Issues, we speak to Christopher Berrier, manager of Brown Advisory US Smaller Companies (BASC), and Rob Furlong, equity research analyst, about the investment case for US small-caps. We discuss the drivers of the US small-cap rally, portfolio changes, thoughts on AI and software services and M&A activity, amongst other things. 00:00 Introduction 00:41 Drivers of US small-cap rally 03:43 Portfolio changes versus the benchmark 09:00 Weighing up AI winners and losers 15:18 Impact of higher oil prices 21:33 M&A activity 26:22 Further information 26:35 Risk warning Our latest note o...