International Small Cap Equity Strategy reaches 5-year anniversary

The Axiom International Small Cap Equity Strategy hit a five year milestone on January 1, 2019. The Strategy achieved an annualized, inception-to-date return of 7.86% gross of fees versus 1.96% for the MSCI ACWI ex USA Small Cap benchmark through December 31, 2018. Lead Portfolio Manager, Matthew Franco, CFA, a founding partner, and Co-Portfolio Manager, Yogesh Borkar, CFA, and each have over 20 years of experience managing small cap portfolios. The International Small Cap team is fully integrated into a well-resourced, global ecosystem and benefits from the firm’s experienced team of global sector Research Analysts. The team is focused on investing in innovative small capitalization companies that are visibly and dynamically growing their revenues and earnings in excess of prevailing expectations. The Strategy currently is available via a commingled trust, separate account, collective investment trusts and UCITS fund.


Please see Investment Disclosures for important information regarding Axiom Investors’ products and strategies. Past performance is no guarantee of future results.