Objective

The Global Small Cap Equity Strategy seeks long term compounding by focusing its investments in smaller capitalization companies in global developed markets and may also invest in companies located in emerging markets.

Strategy Facts

  • Inception
    December 1, 2021
  • Benchmark
    MSCI AC World Small Cap
  • Vehicles
    Separate account, commingled fund, CIT** and UCITS
  • Firm Assets
    $15.4B*
  • Strategy Assets
    $162M

Why Invest

  • Clearly defined, transparent, and consistent process
  • Driven by fundamentals, supported by evidence
  • Active risk management with disciplined portfolio construction
  • Advancing positive change through active engagement

Portfolio Managers

Footnotes & Disclaimers

For informational purposes only. Strategy objectives and allocations are subject to change.

*Assets include Assets Under Management ($14.8B) & Assets Under Advisement ($0.6B)

Source: Factset and Axiom. There can be no assurance that the Strategy will continue to hold these positions or that weightings do not change after the as of date stated. Please refer to the attached GIPS compliant presentation for complete performance information.

**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).