Objective

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

  • 60-100 holdings
  • Position sizes limited to 5%
  • Maximum weighting guidelines:*
    • Sectors: 0% – 40%
    • Countries: 0% – 30%*
    • Emerging markets: 0% – 30%

Dynamism factors

  • Leading dynamic indicators influencing individual stocks
  • Earnings dispersion
  • Earnings revisions
  • Analyst upgrades
  • Valuation
  • Earnings growth

Company position factors

  • Market capitalization
  • Competitive position
  • Daily liquidity
  • Index inclusion
  • Volatility
  • Country rating

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.