About this Strategy
The strategy aims to deliver capital growth by investing in small companies listed globally. We believe that if a portfolio of good-quality, high-return smaller companies is created, at a time when their value is underappreciated by the market, over the longer term there is greater potential to outperform. This outperformance should come from the individual company’s ability to reinvest excess earnings/cashflows into higher return opportunities.
Investment Approach
Global approach, localised team
Experienced lead manager drawing on regional managers, with local expertise and critical insights across the US, Europe, Japan and Asia.
Stock selection
Dispassionate screening approach combined with qualitative fundamental research to identify the most attractive stock opportunities in the largest and least efficient equity universe in the world.
Balanced style and regional exposure
Reduces factor risk, allowing the strategy the potential to outperform in a variety of market conditions.
