Investment Overview

The Eaton Vance Global Small-Cap Strategy offers exposure to a broadly diversified portfolio of global, high quality, small cap companies.
Focused on two types of companies — those which exhibit the characteristics of defendable structural growth ('compounders'), and those which are benefiting from structural change ('improvers').
Seeks to maximize the impact of bottom-up stock selection.
Clearly defined portfolio construction and risk management parameters.
High levels of accountability, with distinct lines of responsibility.
Portfolio exercises ensure broad ownership, encourage collaboration, and test biases.
Multi-factor screens enhance idea generation, debate, and risk management.

Portfolio Construction

120-150 Holdings
Maximum Position Size is 1.2% at time of purchase / 1.6% with market appreciation
Alpha Target at 3-5%
Sector Weights +/- 500bps relative to Index
Regional Weights +/- 250bps relative to Index

Investment Team

Aidan Farrell (Team Leader), Lead Small-Cap Portfolio Manager/Analyst - London
18 years of industry experience
Claus Roller, CFA, Analyst - London
26 years of industry experience
Nakaba Minai, Analyst - Tokyo
19 years of industry experience
Allen Mayer, CFA, Analyst - London
4 years of industry experience
Samantha Pandolfi, CFA, Analyst - London
16 years of industry experience

Benchmark

MSCI World Small-Cap Index