Global Growth Equity  >  Global Small Cap

Global Small Cap

Global Small Caps Are at the Forefront of Green Energy Innovations

The small-cap universe contains many innovative and fast-growing companies. Their innovations often tie to green energy, energy-efficient construction and manufacturing, and the electrification of vehicles.

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Global Small Caps Are at the Forefront of Green Energy Innovations.

Summary

TARGET

Tracking Error 6% to 8% over a standard market cycle
Excess Return 3% to 4% over a standard market cycle

INVESTMENT TEAM

Trevor Gurwich

Federico Laffan

9 Investment Analysts

4 Client Portfolio Managers

Documents & Resources

The Global Small Cap strategy seeks to invest in companies with small market capitalizations that are located in both developed and emerging market countries, including the United States, and demonstrating accelerating growth.

  • Centers on the belief that accelerating growth in earnings and revenues, rather than the absolute level of growth, is more highly correlated to stock price performance.
  • Directs us to research different companies than other growth managers, as we do not require an absolute threshold of earnings or revenue growth.
  • Allows us to take advantage of both the normal price appreciation that results from a company's earnings growth and the market's re-rating of a company's price-to-earnings multiple.

Availability

Investment capabilities are available to institutional clients through separate accounts, sub-advised portfolios and commingled vehicles. Please contact us for availability in your region.

Performance

*Annualized

Data reflects past performance. Past performance does not guarantee future results. The value of investments may fluctuate. Data assumes reinvestment of dividends and capital gains.

Sources: MSCI Inc., FactSet

Source: MSCI. Morgan Stanley Capital International (MSCI) makes no express or implied warranties or representations and shall have no liability whatsoever with respect to any MSCI data contained herein. The MSCI data may not be further redistributed or used to create indices or financial products. This report is not approved or produced by MSCI.

Portfolio managers are not licensed by the Hong Kong Securities and Futures Commission to perform any regulated function in or from Hong Kong. Furthermore, none of the portfolio managers are located in or operate in or from Hong Kong.