Axiom Investors 2022 Strategy Review & Outlook

Axiom Investors’ Chief Investment Officer, Andrew Jacobson, CFA, and Portfolio Managers, José Gerardo Morales, CFA, and David Kim, CFA, alongside Lindsay Chamberlain, Managing Director of Client Partnerships, present a review of Axiom’s strategies in 2022 and discuss their outlook for the year ahead.

The views expressed in this video are those of the Axiom personnel identified and are current only through the date stated. These views are subject to change at any time based upon market or other conditions, and Axiom disclaims any responsibility to update such views. These views may not be relied upon as investment advice and, because investment decisions for Axiom are based on many factors, may not be relied upon as an indication of trading intent on behalf of any Axiom strategy. The discussion is general in nature and is provided for informational purposes only, and there is no guarantee as to its accuracy or completeness. All investments are subject to risk of loss.

Any discussion of Axiom’s investment process or strategies is provided for illustrative purposes only, may not be fully indicative of any present or future investments, and is subject to change at any time without notice. All statements, other than historical facts, made herein that address activities, events or developments that Axiom expects, believes or anticipates will or may occur in the future are forward-looking statements.  These statements are based on certain assumptions and analyses made by Axiom in light of its experience and perception of historical trends, current conditions, expected future developments and other factors it believes are appropriate in the circumstances. Such statements are subject to a number of assumptions, risks, uncertainties, many of which are beyond Axiom’s control.  Please note that any such statements are not guarantees of any future performance and that actual results or developments may differ materially from those projected in the forward-looking statements.

Information presented regarding the performance of Axiom’s investment strategies refers to the investment periods and benchmark indexes identified below. (1) Concentrated Global Growth Strategy since inception 12/3/2014 through 12/31/2022 vs. MSCI All Country World Index; (2) Emerging Markets Strategy since inception 8/1/2007 through 12/31/2022 vs. MSCI Emerging Markets Index; (3) Emerging Markets World Equity Strategy since inception 7/1/2014 through 12/31/2022 vs. MSCI Emerging Markets Index; (4) Global Equity Strategy since inception 7/1/2014 through 12/31/2022 vs. MSCI All Country World Index; (5) International Equity Strategy since inception 7/1/1996 through 12/31/2022 vs. MSCI All Country World ex USA Index; (6) International Small Cap Equity Strategy since inception 1/1/2014 through 12/31/2022 vs. MSCI All Country World ex USA Small Cap Index; (7) US Small Cap Strategy since inception 9/1/2006 through 12/31/2022 vs. Russell 2000 Growth Index .  A strategy’s long-term performance is not indicative of performance over other periods or at any specific point in time, and Axiom makes no undertaking to update this information after the date indicated. Past performance is not a guarantee of future results and our strategies may lose money.

The information contained herein represents neither an offer to sell nor a solicitation of an offer to buy any securities or investment service. Axiom’s strategies will only be offered through appropriate documents, copies of which may be obtained upon request from [email protected].

For additional disclosures regarding each strategy and its performance please visit: