International Small Cap

Strategy Summary

  • Style: Small Cap
  • Approach: Active, Bottom-Up
  • Benchmark: MSCI World ex USA Small Cap Index
  • Inception: 1/1/2015
  • Strategy Assets: $110 MM as of 6/30/19

Investment Philosophy

We believe that a company's ability to generate consistent, sustainable earnings growth will drive stock price performance over time. Leveraging our proprietary fundamental research process we seek to identify quality non-U.S. small cap companies trading at attractive prices, that are often under-researched or under-owned by other institutional investors, and that possess characteristics of one or more of our targeted growth categories. Applying our strong valuation discipline helps us to discern which companies have the potential to grow earnings or recognize value over the long term.

Strategy Profile


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