Global Small Cap

Strategy Summary

  • Style: Small Cap
  • Approach: Active, Bottom-Up
  • Benchmark: MSCI World Small Cap Index
  • Inception: 10/1/2016
  • Strategy Assets: $337 MM as of 9/30/19

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
small cap companies across the globe. We target companies that are trading at attractive prices, are often under-researched or underowned 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.