Equities Small Cap Capabilities Hero Image

Small-Cap

Embracing rewarded risks and isolating stock selection through a range of small-cap equity strategies across the geographic spectrum (global, international, and U.S.).

 

Our small-cap team and strategies are led by Brian Pattinson, CFA along with co-managers Tiffany Lavastida, CFA; David Han, CFA; and Phil Nordhus, CFA. Specific company research recommendations and essential insights into industry trends are provided by our dedicated small-cap research analyst team. Importantly, all aspects of our team, process, platforms, and the strategies we manage are globally unified and built to maximize our stock selection opportunity set and portfolio construction expertise across developed and emerging markets worldwide.

 

Consistent across strategies is our approach to evaluating and selecting stocks from a broad investment universe and constructing portfolios in alignment with specific portfolio objectives and risk management parameters. Like all our active global equity strategies, we seek companies demonstrating positive fundamental change, with exploitable expectation gaps, at attractive relative valuations ensuring consistency with our investment philosophy and objective of exploiting market anomalies.  

 

Our conviction is built on bottom-up insights, not by making bold calls on the macro economy, market direction, or sector leadership. Our distinctive, team-based, research-driven culture and differentiated investment approach provides us informational, analytical, and behavioral competitive advantages resulting in portfolios that provide outperformance potential, a compelling value proposition

 

Investing in small-cap companies domiciled in developed international (ex-U.S.) markets, aiming to generate annualized outperformance over full market cycles relative to the MSCI World ex-U.S. Small Cap Index.

Investing in small-cap companies domiciled in the United States, aiming to generate annualized outperformance over full market cycles relative to the Russell 2000 Index.

Investing in small-cap companies domiciled in the United States, aiming to generate annualized outperformance over full market cycles relative to the Russell 2000 Index. This diversified strategy is primarily designed for retirement, retail, and asset allocation platforms.

Investing in small-cap companies domiciled in developed and emerging markets around the globe, aiming to generate annualized outperformance over full market cycles relative to the MSCI AC World Small Cap Index.