Quantitative Equity

International Equity Opportunities

Investment Objective

Long-term MSCI EAFE Small Cap Index outperformance

Investment Approach

Actively managed, multi-factor strategy based on fundamental insights that systematically adapts to changing company growth rates.

Key Features

  • Small-cap international focus
  • Live track record since 2011
  • Disciplined, bottom-up approach seeks high-quality, well-priced companies with good growth prospects
  • Numerous active positions limit concentration risk
  • Highly experienced team provides portfolio oversight and makes continual model enhancements
Senior Portfolio Managers

Wen Jin

Portfolio Manager

Ken D'Souza

Portfolio Manager

Harry Hinkel

Portfolio Manager

There can be no guarantee that this objective will be achieved.

^Our adaptive investment processes that have been designed to help investors navigate a wide variety of market environments for over 40 years.