Investment Objective*
Long-term MSCI World ex. USA Micro Cap Index outperformance
Investment Approach
Actively managed, multi-factor strategy based on fundamental insights that systematically takes advantage of inefficiencies in this market segment.
Key Features
- "Pure" Micro Cap approach
- Disciplined, bottom-up approach seeks high-quality, well-priced companies with good growth prospects
- Efficacy of our investment signals in the less-efficient micro cap segment of the market
- Numerous active positions limit concentration risk
- Highly experienced team provides portfolio oversight and makes continual model enhancements
* 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.
