Quantitative Equity

Emerging Markets Small Cap Equity

Investment Objective

Long-term MSCI Emerging Markets Small Cap Index outperformance

Investment Approach

Actively managed, multi-factor strategy based on fundamental insights that systematically adapts to changing company growth rates.

Key Features

  • Highly experienced team
  • Time-tested^ methodology on how to best weigh alpha drivers for different types of companies
  • Process seeks to adapt to changing company growth rates and market opportunities
  • Utilizes a broad universe of both developed and emerging markets
  • Cost efficient and risk controlled implementation
  • Increased breadth, and a balance between Value and Growth, may expand return potential and consistent performance by focusing active risk exposure
Senior Portfolio Managers

Wen Jin

Portfolio Manager

Ken D'Souza

Portfolio Manager

Harry Hinkel

Portfolio Manager

There can be no guarantee that this objective will be achieved.

^Our adaptive investment processes that have been designed to help investors navigate a wide variety of market environments for over 40 years.