The Nomura Small Cap Core Equity (SMA) strategy seeks superior risk-adjusted returns by exploiting mispricings in the under-researched US small-cap universe. A seasoned team combines rigorous fundamental research with proprietary quantitative modeling and disciplined risk controls to deliver 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
We believe markets frequently misprice securities – especially small 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 consistent long-term returns.
A proprietary quantitative model ranks every stock daily, delivering an objective, real-time view of the most compelling opportunities across the entire small-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.
Russell 2000® Index
We'll provide the depth of experience and resources needed to help address the changing dynamics of today's markets. From ETFs, SMAs, and mutual funds to private markets, our team can help you identify investment solutions aligned to your clients' financial needs.
Risk Disclosures
Investing involves risk, including the possible loss of principal.
A fund or strategy that holds a limited number of securities may be more sensitive to the price fluctuations of a single security in its portfolio and may be more volatile than a fund or strategy that holds a greater number of securities.
Investments in small and/or mid-cap companies may be more volatile than those of larger companies.
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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Nomura Asset Management, unless otherwise stated, refers to the Nomura Asset Management International business. Nomura Asset Management is part of the Investment Management Division of the Nomura Group, providing integrated public and private market asset management services across equities, fixed income, private credit and multi-asset solutions to intermediary and institutional clients. Nomura Asset Management primarily operates through several distinct investment managers, which includes Nomura Investment Management Business Trust (NIMBT), a Securities and Exchange Commission (SEC) registered investment adviser. Investment advisory services are provided to the Nomura Funds by Delaware Management Company, a series of NIMBT. The Nomura Funds mutual funds are distributed by Delaware Distributors, L.P., a registered broker/dealer and member of the Financial Industry Regulatory Authority (FINRA) and an affiliate of NIMBT. The Nomura Funds exchange-traded funds are distributed by Foreside Financial Services, LLC. Foreside Financial Services, LLC is not affiliated with any Nomura entity, including Delaware Management Company and Delaware Distributors, L.P.
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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.
This information is a general description of Nomura Asset Management only. The views expressed on this website represent those of the relevant investment team and are subject to change. No information set out above constitutes advice, an advertisement, an invitation, a confirmation, an offer or a solicitation, to buy or sell any security or other financial product or to engage in any investment activity, or an offer of any banking or financial service. Some products and/or services mentioned on this website may not be suitable for you and may not be available in all jurisdictions.