A roller coaster ride is the best way to describe return correlations amongst U.S. small-cap stocks in the aftermath of...
Global Small Cap Equity
Our Global Small-Cap Equity strategy invests 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 Index1.
Like all our active equity strategies, we seek companies that are demonstrating positive fundamental change, with exploitable expectations gap, at attractive relative valuations. As we include elements of growth and value in our investment approach, portfolio profiles typically reflect a compelling simultaneous combination of growth and value characteristics relative to a core benchmark.
1In a separate account structure, the flexibility of our investment process allows us to manage the strategy to client-specified benchmark and guidelines.
Key points discussed during this quarter's Global Equity Market Recap include: