Axiom’s International Small Cap Equity Strategy reaches 7-year anniversary
The Axiom International Small Cap Equity Strategy hit a seven-year track record milestone on January 1, 2021. The Strategy achieved an annualized, inception-to-date return of 13.54% net of fees versus 6.94% for the MSCI ACWI ex USA Small Cap benchmark through March 31, 2021. Lead Portfolio Manager, Matthew Franco, CFA, a founding partner, and Co-Portfolio Manager, Yogesh Borkar, CFA, each have over 25 years of experience managing small cap portfolios. The Strategy remains ahead of the benchmark for the 1-year, 3-year, 5-year and since inception periods on a net of fees basis, with $1,024M in total assets as of March 31, 2021.
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