Jupiter launches European small cap fund

Jupiter launches European small-cap fund run by trio Mark Heslop, Mark Nichols and Sohil Chota. Jupiter runs GBP 2,5 billion in that asset class
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Jupiter has today launched the Jupiter Pan European Smaller Companies fund that will be managed by Mark Heslop, co-head of European Growth. The fund will look to achieve long term capital growth by investing in small-cap European names which the manager believes will benefit from significant growth over the medium to long term. It will follow the same investment philosophy as the all-cap European funds: using bottom-up analysis to identify high quality, high-return businesses whose equity is mispriced or undervalued by markets, exploiting this anomaly to generate alpha.

Mark Heslop, co-head of European Growth at Jupiter AM

The unconstrained fund will invest in a high conviction, concentrated portfolio of approximately 50-60 smaller companies that are listed in, or heavily exposed to Europe. These companies can be defined as any company that is, at the time of investment, smaller by market capitalization than the 300th company in the FTSE World Europe Index.

Mark Heslop joined Jupiter in October 2019 from Columbia Threadneedle running over £2.7 billion of European smaller company assets. Mark will be supported in running the Jupiter European Smaller Companies Fund by the wider European team, including fellow co-head of European Growth Mark Nichols and assistant fund manager Sohil Chotai. The three managers have managed European assets as a team since 2015.

Stephen Pearson, Jupiter’s CIO, commented:

“Mark has demonstrated that he can deliver attractive returns over the long term in what is a specialist sector, with his previous fund sitting in the first quartile over one, three and five years. We are pleased to be able to offer our clients access to this important asset class through a manager with such a high-quality track record, while building on our capabilities in both European equities and smaller companies investing.”

Mark Heslop, manager of the Jupiter Pan European Smaller Companies Fund, added:

“European smaller companies is an exciting sector, one where we think truly active, bottom-up investing – the type championed by Jupiter – can add real value for clients.The sector covers a large universe of stocks where many of the companies are either unknown or under researched. In this environment,diligent and thorough analysis can uncover hidden gems, that offer significant long-term growth opportunities and have been overlooked by the market. The European Smaller Companies fund complements the Jupiter European Growth Fund with a single team implementing a single investment approach across the broader European equity universe. This gives us even greater scope to generate alpha for our clients.”

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Jupiter launches European small cap fund