The International Small Cap Equity Strategy seeks dynamic growth by concentrating its investments in smaller capitalization companies in non-US developed markets, and may also invest in companies located in emerging markets.
Small-cap growth portfolios
60-100 holdings
Position sizes limited to 5%
Maximum weighting guidelines:*
Sectors: 0% - 40%
Countries: 0% - 30%*
Emerging markets: 0% - 30%
Dynamism factors
Leading dynamic indicators influencing individual stocks
Earnings dispersion
Earnings revisions
Analyst upgrades
Valuation
Earnings growth
Company position factors
Market capitalization
Competitive position
Daily liquidity
Index inclusion
Volatility
Country rating
Manage and adjust
Continuous monitoring of investment thesis and expectations
Adjust position size based on new data flows and re-ranks of position
*Exceptions: Japan and the UK 0%-45%
For informational purposes only. Strategy objectives and allocations are subject to change. Please see Investment Disclosures for important information regarding Axiom products and strategies.
