| The Eaton Vance International Small-Cap Strategy offers exposure to a broadly diversified portfolio of high quality, international small cap companies. |
| We focus on three definable inputs - Quality, Valuation, and Time (QVT). Our focus on quality drives a preference for well entrenched franchises with durable and scalable business models, typically benefitting from either structural growth (compounders) or structural change (improvers). We believe a disciplined combination of quality in a reward-to-risk framework with a long-term mind-set can uncover sources of alpha in the broad and inefficient small cap universe. |
| Depth, expertise & location |
| 6 person team with an average of 18 years experience located in Boston, London, and Tokyo |
| Supported by the broader Eaton Vance equity group, with over 501 investment professionals |
| Analyst-driven process within a collaborative culture |
| High levels of accountability, with distinct lines of responsibility. |
| 1Portfolio managers, analysts, and traders including US and Global/International Equity team members. |
| Bottom-up, in-depth fundamental analysis |
| Structured to implement our philosophy in a disciplined and repeatable reward-to-risk framework |
| Portfolio exercises ensure team ownership, encourage collaboration, and test biases |
| Ensures all research adds value – working list, wish list, research library |
| Clearly defined portfolio construction and risk management parameters |
| Clearly defined portfolio construction |
| 120 – 150 holdings2 |
| Quality/core bias |
| Alpha driven by bottom-up stock selection |
| Positioned for capital preservation in addition to capital appreciation |
| 2The number of securities/holdings indicated is the current range typically associated with this type of account and will vary depending on account size, client parameters and market conditions prevailing at the time of investment. |
Investment Team
Aidan Farrell
Managing Director, Head of Non-US Small/Mid Cap
Consumer, Energy, Utilities, Financials
Joined investment management industry in 1996
Claus Roller, CFA
Information Technology, REITS - London
Joined investment management industry in 1994
Samantha Pandolfi, CFA
Healthcare - London
Joined investment management industry in 2000
Allen Mayer, CFA
Industrials, Materials - London
Joined investment management industry in 2012
Steven Reece
Consumer - Boston
Joined investment management industry in 2012
Jared Allen, CFA
Financials - Boston
Joined investment management industry in 2013
| MSCI World ex-US Small-Cap Index |
