Long-term MSCI All Country World (ACWI) Small Cap Index outperformance
An actively managed, disciplined and adaptive strategy that seeks to consistently capture alpha by systematically applying fundamental insights and experienced judgment.
- Highly experienced team
- Time-tested^ methodology on how to best weigh alpha drivers for different types of companies
- Process seeks to adapt to changing company growth rates and market opportunities
- Utilizes a broad universe of both developed and emerging markets
- Cost efficient and risk controlled implementation
- Increased breadth, and a balance between Value and Growth, may expand return potential and consistent performance by focusing active risk exposure
Meet the Portfolio Managers
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.