Axiom Announcements

Fourth Quarter 2015 Additions, Launches and News

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 strategy firm with our International Strategy, to Global, Emerging Markets, US Small Cap, International Small Cap, EM All Cap, and Concentrated Global Growth strategies has allowed for the recruitment of highly skilled portfolio managers and global sector research analysts. Our Portfolio Managers average over 25 years of experience and our analysts average 15 years in the industry. The more succinct name, Axiom Investors, encompasses this growth and depth of expertise.

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, CFA, utilizes the same Dynamic Growth approach as other Axiom strategies and leverages the firm’s six global sector analysts. Matt and Yogesh each have over 20 years of experience investing in international small cap stocks.

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 has established Dublin-based Axiom Investors ICAV which enables us to offer our long-only strategies in a UCITs structure. Our existing Global Equity UCIT, which has over a five-year record but has been weekly valued, will become daily valued. These UCITs will be available in the first quarter, 2016.

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 School. Alexis will be focusing on the global consumer sectors working alongside Alex Harrison, CFA, and the rest of the research team.

Also in the fourth quarter, Axiom Investors welcomed Steven Tyler Hanson to the distribution team as Vice President, Client Service and Marketing. Prior to joining Axiom Investors, Steve worked in client and consultant-facing roles at American Century and Lord Abbett. Steve is working with our institutional clients and consultants.

We strive to maintain a culture of excellence and uncompromising effort, and look forward to serving our clients in an open, accessible and responsive manner.