The US Smid Cap Core Equity strategy seeks superior risk-adjusted returns by exploiting mispricings in the under-researched US small- and mid-cap universe. A seasoned team combines rigorous fundamental research with proprietary quantitative modeling and disciplined risk controls with the goal of delivering consistent, style-pure alpha.
Proficient team
Stocks are analyzed and selected by highly experienced sector specialists, averaging 25+ years of industry experience
Consistent core style
Seeks to uncover the best opportunities from deep-value to high-growth while ensuring portfolio aligns with the benchmark
Risk focused
Benchmark-aware portfolio construction seeks to mitigate sector and factor risks to ensure alpha is driven by stock selection
Markets may misprice securities – especially small- and mid-caps. Investment opportunities may arise when markets over- or underreact to new developments: earnings reports, macroeconomic shifts, regulatory changes, M&A activity, competitive dynamics, product innovation, and secular trends.
Exploiting these inefficiencies through the integration of deep fundamental research, proprietary quantitative modeling, and a disciplined portfolio construction process aims to generate returns.
A proprietary quantitative model ranks every stock daily, delivering an objective, real-time view of the most compelling opportunities across the entire small- and mid-cap universe.
Sector-specific fundamental research evaluates competitive positioning, financials, valuation, management quality, catalysts, and key risks to build high-conviction ideas.
Benchmark-aware portfolio construction actively manages sector, factor, and market capitalization exposures, ensuring alpha is driven by stock selection.
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Risk Disclosures
Investing involves risk, including the possible loss of principal.
Investments in small and/or mid-cap companies may be more volatile than those of larger companies.
International investing (particularly in emerging markets) may be adversely affected by political instability; changes in currency exchange rates; inefficient markets and higher transaction costs; foreign economic conditions; the imposition of economic or trade sanctions; or inadequate or different regulatory and accounting standards. Investing in emerging markets involves greater risk than investing in more developed foreign markets because, among other things, emerging markets may have less stable political and economic environments, information about issuers may be less available or of a lesser quality, and securities markets may be smaller, less liquid, and subject to greater price volatility.
Securities in the energy sector may be subject to price fluctuations due to various factors including real and perceived inflationary trends and political developments, the cost assumed in complying with environmental safety regulations, demand of energy fuels, energy conservation, the success of exploration projects, and governmental regulations.
High portfolio turnover rates may increase transaction costs and lower returns.
Diversification may not protect against market risk.
Government and regulatory risk is the risk that governments or regulatory authorities may take actions that could adversely affect various sectors of the securities markets and affect fund performance.
The fund or strategy is subject to liquidity risk, which is the risk that the fund or strategy’s investments cannot be readily sold within seven calendar days at approximately the price at which the fund or strategy has valued them.
Nothing presented should be construed as a recommendation to purchase or sell any security or follow any investment technique or strategy.
All third-party marks cited are the property of their respective owners.
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Investing involves risk including the possible loss of principal. The investment capabilities described in this website involve risks due, among other things, to the nature of the underlying investments. All examples herein are for illustrative purposes only and there can be no assurance that any particular investment objective will be realized or any investment strategy seeking to achieve such objective will be successful. Past performance is not a reliable indication of future performance.
Before acting on any information, you should consider the appropriateness of it having regard to your particular objectives, financial situation and needs and seek advice.