Second Quarter 2018 Strategy and Investment Trusts
Strategy Spotlight: Axiom Concentrated Global Growth Equity Strategy
Since Axiom’s inception 20 years ago, we have successfully implemented our bottom-up Dynamic Growth investment philosophy and process across multiple geographies and market capitalizations leading to top tier investment performance for our clients. Having achieved its three year track record in December 2017, our newest Strategy offering is the Axiom Concentrated Global Growth Equity Strategy. The Strategy is designed to achieve our client’s investment objectives through a portfolio of best in class, global growth stocks with an active share of nearly 90%.
This Strategy utilizes this same process and proprietary risk/return framework for portfolio construction to invest in a concentrated portfolio of 20 – 35 of our highest conviction companies globally, with over 50% of the portfolio’s weight in the top ten positions. Led by Axiom Investors’ founder and Chief Investment Officer, Andrew Jacobson, CFA, the process seeks to identify and invest in companies that are dynamically growing and changing for the better, more rapidly than generally expected, and where the positive changes are not yet reflected in expectations or valuations. Axiom’s firm-wide process is data intensive and results in a concentrated portfolio of less than 1% of the names in the MSCI ACWI Index. As of June 30, 2018 the Strategy outperformed the MSCI All Country World Index (net) by 14.44% on a one year basis, and 5.61% gross of fees on a three year basis with a since inception upside/downside capture ratio of 118.1% to 20.1%. The Strategy is available for investment through a separate account, UCITS (ISIN: IE00BDR6N137), Collective Investment Trust, or Commingled Fund. Axiom Investors welcomes inquiries about the Concentrated Global Growth Strategy directly to any of the firm’s Client Service and Marketing team members or to [email protected].
Please see Investment Disclosures for important information regarding Axiom Investors’ products and strategies. Past performance is no guarantee of future results.
Growth of Axiom Investors’ Collective Investment Trusts
As part of Axiom Investors’ broad range of investment solutions, the firm offers Collective Investment Trust* (CIT) vehicles to serve the needs of qualified US defined contribution and ERISA clients. An alternative to mutual fund investments, CIT investments also offer daily valuation, with the additional benefit of flexibility on fees versus mutual funds, and customized reporting to potentially enhance plan sponsor’s investment lineups.
Since the launch of Axiom Investors’ CIT vehicles in the fourth quarter of 2016, the vehicles have experienced significant collective growth. All of the strategies offered by Axiom Investors are available through a suite of CITs open to the U.S. retirement market. For more information about our strategies available through CITs, including disclosure documents, historical performance, portfolio characteristics, fees and expenses, please contact any of the firm’s Client Service and Marketing team members or send a request to [email protected]. If you are a retirement plan participant in a CIT fund advised by Axiom Investors, please contact your benefits administrator for more information about the fund.
*SEI Trust Company (the “Trustee”) serves as the Trustee of the Trust and maintains ultimate fiduciary authority over the management of, and the investments made in, the Fund. The Fund is part of a Collective Investment Trust (the “Trust”) operated by the Trustee. The Trustee is a trust company organized under the laws of the Commonwealth of Pennsylvania and a wholly owned subsidiary of SEI Investments Company (SEI).
The Axiom Investors Collective Investment Trust is a trust for the collective investment of assets of participating tax-qualified pension and profit sharing plans and related trusts, and governmental plans as more fully described in the Declaration of Trust. The Axiom Investors Trust is managed by SEI Trust Company, the trustee, based on the investment advice of Axiom Investors, the investment adviser to the trust. As a bank collective trust, the Axiom Investors Trust is exempt from registration as an investment company.