GREENWICH, Conn.--(BUSINESS WIRE)--AXA Investment Managers (AXA IM) today announces the launch of its Global Emerging Markets (GEM) Small Cap strategy. The strategy aims to provide U.S. institutional investors with access to the alpha potential offered by emerging market companies with market capitalizations between $100 million and $2.5 billion. The strategy is the latest addition from AXA Rosenberg, AXA IM’s systematic equity expertise.
In a segment known for wide mispricings, AXA Rosenberg analyzes nearly 200 financial statement items across a broad selection universe of GEM Small Cap companies comprised of approximately 6,500 companies worldwide. The team’s proprietary bottom-up stock selection approach aims to capture alpha ideas while taking informed liquidity risk and minimizing transaction costs. As the majority of companies in the GEM Small Cap universe have limited to no analyst coverage, AXA Rosenberg seeks to leverage its unique perspectives on fair value and earnings forecasts to identify investment opportunities across a uniform set of valuations.
Kathleen Houssels, Head of Research and Models for AXA Rosenberg, said: “We believe that small cap stocks in emerging markets can be a highly effective way to capture equity market up-side potential. Historically, these stocks have been less driven by global sector trends and more by the specific conditions in the market, which has resulted in lower correlation with developed world equities. As small cap stocks continue to gain traction in the investment community, this strategy is a natural addition to AXA Rosenberg’s other offerings, which include International and U.S. Small Cap strategies.”
AXA Rosenberg has 30 years of experience in managing small cap strategies across a variety of market conditions. The GEM Small Cap strategy leverages AXA Rosenberg’s breadth of experience and track record managing both small cap and emerging market strategies launched in 1987 and 2006, respectively.
The GEM Small Cap strategy is available to U.S. institutional investors, as well as to investors in other regions of the world through segregated accounts. For more information about the GEM Small Cap strategy and AXA IM’s suite of capabilities, please visit www.axa-im-usa.com.
About AXA Investment Managers
AXA Investment Managers is a global asset management company combining rigorous risk monitoring with expertise across multiple asset classes to help clients meet their financial needs. With approximately €689 billion in assets under management as of the end of March 2015, AXA IM employs over 2,300 people around the world and operates out of 28 offices in 21 countries. AXA IM is part of the AXA Group, a global leader in financial protection and wealth management.
About AXA Rosenberg
AXA Rosenberg, AXA IM’s systematic equity expertise, is a global equity investment manager with offices located in major financial markets worldwide. AXA Rosenberg uses a distinctive systematic fundamental approach grounded in rigorous research analysis that sets them apart from typical quant managers. Combining fundamental knowledge with technology to value companies on a global scale allows AXA Rosenberg to make investment decisions for their clients that are objective and rational, seeking to achieve consistent, superior results.
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AXA Investment Managers, through its U.S. affiliates, are regulated by the Securities and Exchange Commission. This document is provided for informational purposes only and is not authorized for retail distribution. Nothing herein is or should be construed as an offer to enter into any contract, investment advice, a recommendation of any kind, a solicitation of investors, or an offer to sell or to invest in any particular fund, product, investment vehicle or derivative. The information contained herein may not be complete, may not be current, and is subject to change at any time. AXA Investment Managers is under no obligation to update such information. Investing involves risk and past performance does not guarantee future results.