Axiom’s International Equity Strategy reaches 25-year anniversary
The firm’s flagship fund, the Axiom International Equity Strategy, hit a 25-year track record milestone on July 1, 2021. The Strategy achieved an annualized, inception-to-date return of 12.79% net of fees versus 5.68% for the MSCI All Country World Ex-United States benchmark through June 30, 2021, which equates to a cumulative net of fee return of 1,928% versus benchmark cumulative return of 298%. Lead Portfolio Manager since the strategy’s inception, Andrew Jacobson, CFA, a founding partner, and Co-Portfolio Manager, Bradley Amoils, each have over 25 years of experience managing international portfolios. The Strategy remains ahead of the benchmark for the quarter, year-to-date,1-year, 3-year, 5-year, 10-year, and since inception periods on a net of fees basis, with $2,275.65M in total assets as of June 30, 2021. After 25 years, the investment team remains optimistic about the opportunity to continue to add value in international markets by selecting dynamic growth stocks implementing Axiom’s transparent, repeatable and ahead of the curve investment process.