International Small Cap

The International Small Cap strategy is an actively managed strategy that takes long positions in companies that are undervalued relative to their fundamentals and exhibit the likelihood to meet or exceed earnings expectations. These companies are listed on exchanges in developed and emerging markets around the world. The strategy’s performance objective is to outperform the MSCI World ex U.S. Small Cap Index.

Portfolio Managers:
  • Vince Fioramonti, CFA
  • Justin Carr, CFA
Inception Date:
  • November 30, 2012
Primary Benchmark:
  • MSCI World Ex U.S. Small Cap
Target Portfolio:
  • 60-80 Holdings
  • Initial Position Weights: 0.5%-3% Relative to Index
  • Relative Sector Weights: +/- 5%
  • Expected Turnover: Under 100%