International Small-Cap Equity

Overview

 

Our International Small Cap Equity strategy primarily invests 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 Index1.

 

Like all our equity strategies, we seek companies demonstrating positive fundamental change, with exploitable expectation gaps, 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. 

Related Insights

ALL
Principal Global Equities discuss the absence of international small cap in investors portfolios and what that means

In this paper, you will find compelling evidence to consider an international small cap allocation for your portfolio. It...