First Quarter 2016 International Small Cap Equity Strategy, International Equity Strategy and 3 New Equity Partners
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 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.
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, and co-managed by Bradley Amoils, the Strategy utilizes the same Dynamic Growth approach as all of Axiom’s strategies and leverages the firm’s six global sector analysts. Andrew and Bradley have collaborated together at Axiom for 14+ years and each have over 25 years of experience investing in global growth stocks.
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 non-US investors to access our long-only strategies in a UCITS structure.
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.