Investment objective
Global Small Cap aims to outperform the S&P/Citigroup Extended Market World Index by 200-300 basis points per annum over three-year rolling cycles. We seek to add value primarily through stock selection and secondarily through regional allocation.
Key features
Superior growth prospects of small companies
- Smaller companies often have higher prospects for growth relative to large companies, due to the fact they are in the early stages of their growth trajectory
- Small companies are generally under-researched and, as such, an information advantage can be gained from thorough fundamental research
Robust investment process
- Regional portfolio managers are responsible for stock selection within their particular region and are closely integrated with their respective research teams
- An experienced international portfolio manager works closely with the regional portfolio managers to ensure an optimal portfolio in terms of regional asset allocation and risk profile
Investment options
- Separate account*
- Institutional-type vehicles*