Fourth Quarter 2017
  • Axiom Emerging Markets Equity Strategy’s CIT vehicle funds with $642 million

    In the fourth quarter of 2017, the Axiom Emerging Markets Equity Strategy’s Collective Investment Trust (CIT) vehicle was funded with a $642 million investment. The availability of the Axiom Emerging Markets Equity CIT further enables the firm to serve the needs of US defined contribution and ERISA clients. Initially launched in the fourth quarter of …
  • Axiom Investors featured as Citywire’s Boutique of the Week

    Axiom Investors’ chief investment officer, Andrew Jacobson, CFA is interviewed by Citywire’s Janice Kirkel in its feature of Axiom Investors as Boutique of the Week. This profile of the firm highlights that as chief investment officer, Andrew Jacobson serves a steward of the Axiom Investors’ philosophy and process, the application of which has generated outperformance …
  • Axiom Investors’ Concentrated Global Growth Equity Strategy reaches 3-year anniversary

    Axiom Investors celebrates the three year anniversary of the Axiom Concentrated Global Growth Equity Strategy. The Strategy is led by Andrew Jacobson, CFA, Axiom’s chief investment officer, with Bradley Amoils and Donald Elefson, CFA serving as co-portfolio managers. As of November 30, 2017, Axiom Investors collectively manages $3.1 billion in dedicated global equity assets. The …
  • Axiom International Small Cap Equity Strategy 3-Year Anniversary

    Axiom Investors celebrates the 3-year anniversary of the International Small Cap Equity Strategy. The Strategy is managed by Lead Portfolio Manager, Matthew Franco, CFA, and Co-Portfolio Manager, Yogesh Borkar, CFA, and utilizes Axiom’s firm wide dynamic growth approach.
  • Axiom Investors welcomes Senior Vice President, Client Service and Marketing

    Axiom Investors is pleased to announce the appointment of Suzanne Schechter as Senior Vice President, Client Service and Marketing. She is responsible for expanding relationships with current clients, prospects and consultants. Suzanne joins Axiom with over 20 years’ experience in successful sales and client service roles with global investment and advisory financial services firms. Most …
  • Axiom Investors promotes Kurt Polk to President and Ed Azimi to Chief Operating Officer

    Axiom Investors is pleased to announce the promotion of Kurt Polk to the position of President and Edward Azimi to the position of Chief Operating Officer. Since Kurt joined in 2014 as Chief Operating Officer and Head of Distribution, Axiom has expanded its client base, enhanced the firm’s client service efforts, and raised several billion …
  • Axiom Investors marks its evolution with a refreshed brand

    This quarter you will notice updated materials, name and brand mark. We have shortened our name to Axiom Investors. Why? Simply stated, since our founding in 1998, Axiom Investors has conservatively grown our strategy offerings taking a consistent approach to the same dynamic growth philosophy, process, and research team. The growth from a single equity …
  • International Small Cap Equity Strategy reaches 2-year anniversary

    The Axiom International Small Cap Equity Strategy has reached a 2-year track record since launching on Jan. 1, 2014, achieving an annualized, inception-to-date return of 13.0% gross of fees versus -0.8% for the MSCI ACWI ex USA Small Cap benchmark. The Strategy, managed by Matthew Franco, CFA, a founding partner, and co-managed by Yogesh Borkar, …
  • Axiom Investors launches new daily valued vehicles

    Axiom Investors has launched two new vehicles for clients needing daily-valued strategies. For US defined contribution and other ERISA clients, Axiom Investors is pleased to announce a partnership with SEI for the launch of the SEI Axiom Investors Collective Investment Trust series. All long-only strategies are open to investors. For non-US clients needing daily liquidity, …
  • Axiom Investors welcomes Alexis Kokolis, CFA, Research Analyst, and Steven Hanson, VP, Client Service and Marketing

    In the fourth quarter, Axiom Investors welcomed Alexis Kokolis, CFA, to the global sector research analyst team after successful tenures at Alpine Woods and Fayez Sarofim. Alexis is a CFA® charterholder with an undergraduate degree in finance at the honors program at University of Texas at Austin and an MBA in finance at Columbia Business …
Third Quarter 2017
  • José Gerardo Morales named emerging market co-portfolio manager at Axiom Investors

    Global asset manager Axiom Investors announces that José Gerardo Morales has been named co-portfolio manager of the Axiom Emerging Markets Equity Strategy and the Axiom Emerging Markets World Equity Strategy. Morales assumes full co-portfolio manager responsibilities. The existing portfolio management teams, including lead portfolio managers Christopher Lively, CFA, and Andrew Jacobson, CFA, of the Emerging …
  • Axiom Emerging Markets Equity Strategy celebrates its 10-year track record

    Axiom Investors celebrates the 10-year anniversary of the Axiom Emerging Markets Equity Strategy. The Strategy is led by Christopher Lively, CFA, with Donald Elefson, CFA and José Gerardo Morales, CFA serving as co-portfolio managers. The depth and breadth of the Strategy’s portfolio management team has been a key component to successfully managing portfolios on behalf …
  • Axiom welcomes new Health Care Analyst and broadens equity ownership to Deputy COO

    Axiom Investors is pleased to announce the appointment of Carl Brown to the global sector research analyst team. Carl will be focusing on the health care sector working as part of our team of global sector analysts alongside Axiom’s portfolio managers. Andrew H. Jacobson, CEO and Chief Investment Officer, commented that, “Carl’s strong health care …
  • Axiom Emerging Markets World Equity

    During the quarter, Axiom renamed the Axiom Emerging Markets All Cap Equity Strategy to the Axiom Emerging Markets World Equity Strategy to better clarify the investment opportunity in alignment with industry naming conventions. There have been no changes to the investment philosophy, approach and strategy objective as a result of the name change. The Axiom …
  • Three Axiom CIT vehicles funded for a collective $136M

    This year, in an effort to better serve the need of our US defined contribution and ERISA clients, Axiom launched daily-valued Collective Investment Trusts (CITs) in partnership with SEI for our long-only strategy offerings. Effective October 1, 2016, we are pleased to announce that new investors have funded the CIT vehicles for a collective investment …
  • Axiom US Small Cap Equity Strategy reaches its 10 year track record

    The Axiom US Small Cap Equity Strategy surpassed its 10-year track record since launching on Sep. 1, 2006, achieving an annualized, inception-to-date return of 10.3% gross of fees versus 8.3% for the Russell 2000 Growth benchmark as of Sep. 30, 2016. The Strategy, managed by David Kim, CFA, and co-managed by Matthew Franco, CFA, utilized …
Second Quarter 2017
  • Axiom Emerging Markets World Equity Strategy 3-Year Anniversary

    Axiom Investors celebrates the three year anniversary of the Axiom Emerging Markets World Equity Strategy. The Strategy is led by Andrew Jacobson, CFA, Axiom’s Chief Investment Officer, with Christopher Lively, CFA, Donald Elefson, CFA and Bradley Amoils serving as Co-Portfolio Managers, and uses Axiom’s firm-wide dynamic growth approach. As of June 30, 2017, Axiom Investors …
  • International Equity hits 20 year track record

    The Axiom International Equity Strategy launched on July 1, 1996 and has achieved an annualized, inception-to-date return of 12.7% gross of fees versus 4.4% for the MSCI ACWI ex USA benchmark as of June 30, 2016. Managed by Axiom’s founder and Chief Investment Officer, Andrew H. Jacobson, CFA, and co-managed by Bradley Amoils, the Strategy …
  • Axiom Investors welcomes two new International Small Cap clients at the strategy’s two and half year mark

    The Axiom International Small Cap Equity Strategy gained two institutional investor clients in the second quarter, bringing total assets under management to $219 million. As of June 30, 2016, the Strategy has achieved an annualized, inception-to-date return of 10.5% gross of fees versus -0.7% for the MSCI ACWI ex USA Small Cap benchmark. The Strategy, …
  • Midyear investment outlook by Axiom’s Chief Investment Officer

    Public equities remain attractive relative to fixed income and cash. Earnings and dividend yield spreads, while off their post crisis peaks, remain at historically attractive levels versus benchmark 10 year yields. Real and, in the ‘safer’ countries, even nominal cash yields are negative. About 10 trillion dollars or approximately 40% of sovereign bond yields, spread …
  • Axiom Investors welcomes Senior Vice President, Client Service and Marketing

    Axiom Investors is pleased to announce the appointment of Brian M. Bader as Senior Vice President, Client Service and Marketing. Brian joins Axiom Investors as a partner and is responsible for expanding relationships with financial institutions, which currently represent over 18% of Axiom Investors’ client base. Prior to joining Axiom Investors, Brian was Head of …
First Quarter 2017
  • Axiom Celebrates Christopher Lively’s 30 Years of Industry Experience

    As Axiom approaches the three year anniversary of the Emerging Markets World Equity Strategy, and the 10 year anniversary of the Emerging Markets Equity Strategy, the firm celebrates Christopher Lively reaching his 30 year milestone of investment management industry experience. Chris is a Managing Partner, Lead Portfolio Manager for the Axiom Emerging Markets Equity Strategy …
  • Concentrated Global Growth UCITS Vehicle Funded for $48M

    In addition to our Global Equity UCITS, Axiom is pleased to announce that the UCITS vehicle for the Concentrated Global Growth Equity Strategy funded with a $48 million investment. In 2016, Axiom launched its Dublin-based ICAVs to provide access to the firm’s long-only strategies in a UCITS structure for non-US investors. The Axiom Concentrated Growth …
  • International Small Cap Equity Strategy reaches 2-year anniversary

    The Axiom International Small Cap Equity Strategy reached a 2-year track record since launching on Jan. 1, 2014, achieving an annualized, inception-to-date return of 11.9% gross of fees versus -0.4% for the MSCI ACWI ex USA Small Cap benchmark, as of March 31, 2016. The Strategy, managed by Matthew Franco, CFA, a founding partner, and …
  • International Equity Strategy approaches 20-year track record

    The Axiom International Equity Strategy is approaching its 20-year anniversary since launching on July 1, 1996. As of March 31, 2016, the Strategy has achieved an annualized, inception-to-date return of 12.8% gross of fees versus 4.5% for the MSCI ACWI ex USA benchmark. Managed by Axiom’s founder and Chief Investment Officer, Andrew H. Jacobson, CFA, …
  • Client-focused and aligned

    Axiom is committed to maintaining an investment organization focused on performance execution and serving our clients’ investment needs. As part of this initiative, Axiom launched two new vehicles for our clients and strategic partners; daily-valued Collective Investment Trusts (CITs) in partnership with SEI, providing daily valued vehicles for ERISA clients, and Dublin-based ICAVs for institutional …
  • Axiom Investors announces 3 new equity partners

    Axiom Investors is pleased to announce three new equity partners; Patrick Chute, VP/European Equities Trader, David Schneider, VP/Research Analyst, and Tyler Gaylord, VP/Research Analyst. This brings the total equity shareholders at the firm to 18 employees. We remain 100% employee owned and are committed to broadening ownership to key contributors throughout the organization.