Global Small Capitalization Equity

Investment approach

The fund seeks to invest in high quality small cap franchises across developed markets. This focused, high conviction portfolio is comprised of 40 to 50 companies that are leaders in their respective fields and that demonstrate excellent long-term growth prospects. These durable businesses display high margins and cash flow generation, low capital intensity, and generate superior returns on invested capital. These attributes enable the portfolio to generate solid returns in positive markets while aiming to preserve capital in challenging ones.

Key Characteristics

  • Consistent, disciplined and repeatable process driven by portfolio managers with excellent long-term track record
  • High conviction focused portfolio with diversified sources of alpha
  • Long term focus on compounding value by investing in best of class global franchises with tremendous growth potential
  • Unique and difficult to replicate investment strategy
  • Significant diversification benefits within an investor’s equity portfolio