Celebrating
25
Years
Axiom’s ability to stay ahead of the curve over the last 25 years is a direct result of our people and processes.
Andrew Jacobson, CFA
Chief Executive Officer, Chief Investment Officer
Employee Spotlight
Matthew Franco, CFA
Managing Director, Portfolio Manager
“As one of the founding partners of Axiom, it has been rewarding to be a part of our growth over the past 25 years. While a lot has changed since 1998, our commitment to delivering successful outcomes and being great partners to our clients remains the core focus of Axiom.”
Kendall Marthaler
Research Associate
“Given the importance of communication across Axiom’s strategies, I’ve been able to develop a broader and deeper set of research skills, while participating in daily meetings beside seasoned investment professionals. Axiom’s team structure allows for a constant sharing of ideas between Portfolio Managers, Analysts, and Associates, giving more junior employees opportunities to make an impact.”
Steven Espinosa, CFA
Research Analyst
“My career at Axiom has been an extraordinary journey filled with growth, opportunity, and fulfillment. Working with a dedicated team of professionals combined with a strong collaborative culture and positive change helps set Axiom apart.”
Larysa Blahy
Executive Assistant
“Axiom has provided me the opportunity to collaborate, learn, and develop professionally, while offering me the benefit of flexibility and work-life balance.”
Justin Waldman, CFA
Senior Associate, Performance Analytics
“Axiom is the type of place you want to build your career. Axiom encourages their employees to continue to learn and grow and provides the support they need to pursue their career goals.”
Donald Miller
Chairman
“People don’t care how much you know, until they first know how much you care. If you think of your own lives and organizations that have been hugely successful, it’s because they have had that philosophy.”
Kristen Walsh
Marketing Manager
“Axiom values its employees and gives them the opportunity to grow in a collaborative and collegial environment. Mentorship and promoting individuals who can enhance the depth, diversity, and resilience of the organization are critical to our culture and success.”
Axiom’s 25 Year Timeline
1998
Axiom is founded by Andrew Jacobson and 3 colleagues with $200M in AUM with the goal of delivering strong performance through differentiated dynamic growth stock selection in an investor led, client aligned culture of partnership.
1999
Axiom achieves strong outperformance having built up strong positions in leading growth stocks during the turbulence associated with the Asian and Russian crises of the late 1990’s.
2000
Axiom effectively navigates the end of the dot-com bubble having achieved positive outperformance during the boom thanks to our active risk management processes.
2001
Axiom staff watch the 9/11 attacks unfold in real-time from the TV on our trading desk. Later that year, Enron filed for bankruptcy. Axiom’s active risk management and focus on sustainable growth helps protect performance.
2003
Axiom participates in the sharp market recoveries that surprisingly coincide with onset of the first Iraq war. Axiom moves from Midtown Manhattan to Greenwich CT with 15 team members. AUM passes $1B milestone.
2004
The Axiom Global Equity Strategy is launched supporting continued investment in the breadth of research coverage.
2005
Axware converted from macros in Excel workbooks to an SQL Database.
2006
Axiom launches the US Small Cap Equity Strategy to further expand coverage of emerging dynamic growth stocks and remain ahead of the curve.
2007
Axiom’s dedicated Emerging Market equity strategy is launched to meet the needs of clients seeking dedicated growth expertise in markets historically dominated by macro- and value- oriented investors. AUM passes the $10B milestone.
2008
Axiom’s navigates the global financial crisis as both the housing bubble and the commodity super cycle simultaneously burst again underscoring the importance of active risk management.
2009
Axiom moves to its current location in Greenwich expanding its office to over 20,000 square feet to accommodate company growth. Our move into the new offices coincides almost exactly with the bottom of the post-GFC lows.
2010
Axiom’s first UCIT fund is launched as our work with non-US based investors continues to growth reaching over 20% of AUM.
2014
Axiom invests further in its depth and breadth of dynamic growth stock coverage to meet evolving client needs launching three new strategies: International Small Cap, EM World, and Concentrated Global Growth.
2016
Axiom invests in building out our range of institutional investment vehicles launching Axiom’s first CIT to work with US based DB/DC plans. Axiom reaches 50 teammates.
2019
Axiom becomes a UNPRI signatory and Axiom enhances our Axware database to provide greater transparency on company engagements.
2020
Axiom navigates the COVID-19 pandemic adding to technologically favored dynamic growth stocks we feel are positioned to outperform during the crisis. Transition team successfully to virtual and then hybrid work.
2021
Axiom’s original International Equity Strategy reaches 25-year track record milestone returning 8.8x the MSCI ACWI ex USA over the time period.
2023
Axiom reaches 25-year firm anniversary with over 400 clients globally, 11 strategies, 61 teammates including 26 partners and nearly $18B in total assets.
*As of 6/30/23, Assets include Assets Under Management ($18.3B) & Assets Under Advisement ($0.6B).
The views expressed in this video are those of the Axiom personnel identified and are current only through the date stated. These views are subject to change at any time based upon market or other conditions, and Axiom disclaims any responsibility to update such views. These views may not be relied upon as investment advice and, because investment decisions for Axiom are based on many factors, may not be relied upon as an indication of trading intent on behalf of any Axiom strategy. The discussion is general in nature and is provided for informational purposes only, and there is no guarantee as to its accuracy or completeness. All investments are subject to risk of loss.
Any discussion of Axiom’s investment process or strategies is provided for illustrative purposes only, may not be fully indicative of any present or future investments, and is subject to change at any time without notice. All statements, other than historical facts, made herein that address activities, events or developments that Axiom expects, believes or anticipates will or may occur in the future are forward-looking statements. These statements are based on certain assumptions and analyses made by Axiom in light of its experience and perception of historical trends, current conditions, expected future developments and other factors it believes are appropriate in the circumstances. Such statements are subject to a number of assumptions, risks, uncertainties, many of which are beyond Axiom’s control. Please note that any such statements are not guarantees of any future performance and that actual results or developments may differ materially from those projected in the forward-looking statements.
The information contained herein represents neither an offer to sell nor a solicitation of an offer to buy any securities or investment service. Axiom’s strategies will only be offered through appropriate documents, copies of which may be obtained upon request from [email protected].
For additional disclosures regarding each strategy and its performance please visit: https://axiom-investors.com/guest/investment-disclosures.html.
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