Small Mid Cap

Timothy Hay

Key Facts

  • This Small Mid Cap strategy targets companies with a market cap between $750m – $7.5bn.
  • A unique emerging markets product, focusing on small mid cap stocks and newer frontier markets.
  • Our heritage as an investment management firm has always been strongly rooted in small company research and investing.
  • Concentrated (c. 60 stocks) conviction-driven portfolios.
  • We believe significant opportunities abound in this sub-class of emerging markets; the consumer in small caps and the opportunities in newer less-well-covered markets.