- AUM $577 million
(31 March 2020)
- Inception Date 2009
- Vehicles Available
- Commingled Fund
- Separate Account
- We are active managers who aim to capitalize on opportunities that arise when securities are mispriced.
- We identify investment opportunities through a differentiated and innovative investment process where fundamental, bottom-up analysis is key.
- We favor unrecognized growth companies with well-established or improving business franchises, balance sheets and management.
- Our proprietary research process integrates macro and dynamic Environmental, Social and Governance (ESG) perspectives in company analysis and valuations.
- Our five-year research horizon allows our deep pool of investment professionals to take a strategic view on a company’s growth outlook.
- Our experienced team of portfolio managers builds high conviction portfolios, tailored to client specifications targeting superior risk-adjusted returns over the long term where stock selection is the main driver of returns.
Our Value Add
- Smaller companies tend to outperform larger companies over the long term
- Smaller companies tend to have higher visibility than larger companies
- Smaller companies' universe tends to be larger, with diverse and idiosyncratic opportunities
Three Reasons to Consider a Long-Term Allocation to Small-Caps
The volatility driven by COVID-19 and the fall in oil prices has created much uncertainty—but it has also provided a potential opportunity to make long-term investments at attractive prices.View
An Active Approach to International Smaller Companies
Barings’ Nick Williams discusses the characteristics of the International Smaller Companies asset class, and explains why an active approach to investing in the sector best positions investors to generate attractive returns.View