null US Small Cap Growth Equity

US Small Cap Growth Equity

Equity US
  • Benchmark Russell 2000® Growth Index
  • Inception Date June 2001

Strategy Overview

The US Small Cap Growth Equity strategy seeks innovative and disruptive small-cap companies with high potential revenue and earnings growth. We focus on high quality companies, especially those with products or services viewed as leaders in their market niches. Through our fundamental research and thematic insights, we seek to identify companies with attractive growth characteristics which can result in a sustainable growth trajectory. The strategy emphasizes companies with a notable business advantage, competitive or unique intellectual property (IP), solid cash flows, durable balance sheets and high quality management. Our approach emphasizes a long-term view to enable fundamental and thematic tailwinds to develop and drive stronger growth.


The strategy seeks to identify small-cap growth companies where we have a meaningfully different view of their potential success over the next two to three years. As a result, we focus on companies with long-term sustainable growth rates that we believe are not currently appreciated by the market.


Our analytical insights are driven by our deep expertise, which we believe provides a unique advantage to our strategy. Our team of seasoned investment professionals have accumulated a breadth of expertise and industry experience over multiple business cycles, and each have a minimum of 10 years of investment experience. This domain expertise in the foundation of our thematic work, as well as differentiated company and industry insights.

We believe the following features differentiate our investment approach:

  1. Investment Team Expertise: The team’s depth and experience stands out in our space. Our seasoned professionals have extensive domain expertise, with many covering their respective sector/industry for more than 10 years and in some cases over 20 years. This drives our bottom-up fundamental research, enabling the team to understand where there is real innovation and disruption and identify both structural headwinds and tailwinds.
  2. Thematic Insights: The utilization of global investment themes has been part of the investment process for over fifteen years. We believe this framework provides a unique market perspective and highlights potential opportunities that peers may overlook. 
  3. Sustainable Growth: Our depth of fundamental research and use of thematic insights enables us to focus on sustainable growth opportunities over the next two to three years in contrast to short-sited managers. We focus on stock selection that relies on the accurate identification of a company’s long-term sustainable growth opportunity, which is critical to long-term price appreciation.
  4. Emphasis on Risk Assessment: Our disciplined investment process includes an array of different quantitative and qualitative factors including, valuation, style and factor exposure, and rigorous investment thesis and price target adherence, provides the team with a deep understanding of portfolio holdings and allows them to capture relatively more of the potential upside and minimize downside in the portfolio.

Please note that all investment strategies involve risk.