Axiom’s US Small Cap Equity Strategy reaches 15-year anniversary
The Axiom US Small Cap Equity Strategy hit a 15-year track record milestone on September 1st, 2021.
Through September 30th, 2021, the Strategy has achieved an annualized, inception-to-date return of 13.62% net of fees versus 10.57% and 9.17% for the Russell 2000 Growth and Russell 2000 benchmarks, respectively. Lead Portfolio Manager, David Kim, CFA and Co-Portfolio Manager, Matthew Franco, CFA, a founding partner, each have over 15 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 $366M in total assets as of September 30th, 2021.
As always, please feel free to reach out to any member of Axiom’s Client Partnerships team, or contact us via our team email, [email protected]. For more information on our US Small Cap Strategy, please see our latest Why Axiom US Small Cap publication.
*Total assets includes Assets Under Management & Assets Under Advisement