On 29^th July 2015, and following The Adviser Centre Monthly Review Meeting on 1^st July 2015, Jupiter UK Special Situations was added to The Adviser Centre as a Recommended fund.

The fund is managed by Ben Whitmore, a very experienced UK equity investor. Mr Whitmore joined Jupiter in 2006, having previously worked at Schroder Investment Management, where he ran both retail and institutional mandates.

Mr Whitmore has applied the same investment philosophy to managing money for many years and through a variety of market cycles.  As a truly contrarian investor, he seeks to exploit the natural inclination of investors to be over-confident, particularly with respect to forecasting the future.  He operates a methodical investment process, through which he seeks out stocks that he believes represent true valuation anomalies.  Mr Whitmore is a long-term and patient investor and is steadfast in his value-driven approach; as such, the fund’s risk and return outcome can deviate markedly from that of the index and peers for periods of time.

We are pleased to add this fund to the Recommended list, as it represents a genuinely differentiated proposition in the value-biased selections on offer within The Adviser Centre.

Within The Adviser Centre, we feature the fund in our “Value-Biased” category.  We classify our featured funds according to the following style and market cap categories:

• Larger-Cap, Blend
• Growth-Biased
• Value-Biased
• Income and Growth
• Dedicated Mid-Cap.

Please see our IA Sector Overview for the UK All Companies sector for further details.  These documents are helpful in providing sector perspectives and in assisting with the blending of funds for portfolios.