Axiom Investors is pleased to welcome two portfolio managers to our Emerging Markets Equity Investment Team, Young Kim and Andrew Yoon, CFA.
Axiom Investors is pleased to welcome Matt Welling, CFA, Kendall Marthaler, and John Daniels to the firm during the first quarter of 2021.
Available to qualified US defined contribution and defined benefit plans, the Axiom US Small Cap Equity Strategy, led by David Kim, CFA, recently funded its Collective Investment Trust (CIT) vehicle. Other vehicles offered for investment in this strategy include separate account, commingled trust, and UCITs. The strategy was incepted on September 1, 2006 and remains ahead of the Index on a net of fees basis over 3-year, 5-year, and since inception periods, with $329M in total assets as of March 31, 2021.
The Axiom International Small Cap Equity Strategy hit a seven-year track record milestone on January 1, 2021. The Strategy achieved an annualized, inception-to-date return of 13.54% net of fees versus 6.94% for the MSCI ACWI ex USA Small Cap benchmark through March 31, 2021. Lead Portfolio Manager, Matthew Franco, CFA, a founding partner, and Co-Portfolio Manager, Yogesh Borkar, CFA, each have over 25 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 $1,024M in total assets as of March 31, 2021.
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