The International Small Cap Equity Strategy seeks dynamic growth by concentrating its investments in smaller capitalization companies in non-US developed markets, and may also invest in companies located in emerging markets.
Small-cap growth portfolios
Position sizes limited to 5%
Maximum weighting guidelines:*
Sectors: 0% – 40%
Countries: 0% – 30%*
Emerging markets: 0% – 30%
Leading dynamic indicators influencing individual stocks
Company position factors
Manage and adjust
Continuous monitoring of investment thesis and expectations
Adjust position size based on new data flows and re-ranks of position
Expected holding period: 12-24 months
*Exceptions: Japan and the UK 0%-45%
For informational purposes only. Strategy objectives and allocations are subject to change. Please see Investment Disclosures for important information regarding Axiom products and strategies.