International Small Cap

The International Small Cap Strategy utilizes an optimal blend of systematic and fundamental research

Winslow Capital’s International Equities Team employs a proprietary blend of systematic and fundamental research to add value primarily via stock selection in three distinct steps: Discover, Discern and Decide.

Experienced Team With Proven Success

Discover

Systematic research tools narrow the focus to companies with an attractive combination of fundamental change, valuation and price action characteristics within their respective regional peer groups

Discern

Fundamental analysis on the most attractively ranked stocks enables the team to assess the sources of sustainable fundamental change, competitive advantage and business quality, in order to identify quality growth investment candidates with high performance potential

Decide

Risk aware portfolio construction begins at the company level focusing on quality businesses and ends with proprietary tools to identify and monitor portfolio risk exposures

INTERNATIONAL SMALL CAP: THE UNDERUTILIZED ASSET CLASS, OFFERING ABSOLUTE RETURN POTENTIAL AND DIVERSIFICATION OPPORTUNITIES

Less Efficient Market Offers Opportunities in Active Management
Underinvestment means less analyst coverage and geographic hurdles make coverage more difficult.

Portfolio Diversification Benefits
Globalization has increased cross-border correlations for large cap companies, while business drivers for small cap companies are more local and idiosyncratic, driving inherent diversification benefits.

Cross Border Correlations 8 2019
Median Analyst Coverage 8 2019

All investments carry risk, including the possible loss of principal and there is no assurance that an investment will provide positive performance over any period of time. Equity investments are subject to market risk or the risk that stocks will decline in response to such factors as adverse company news or industry developments or a general economic decline. There are specific risks associated with international investing, which include but are not limited to foreign company risk, adverse political risk, market risk, currency risk and correlation risk. In addition, investing in securities of developing countries involves greater risk than, or in addition to, investing in developed foreign countries. There are specific risks associated with small company investments including higher volatility than large cap companies and limited resources. Growth style investing may fall out of favor and underperform other equity investments during given periods. Certain sectors or growth stocks may shift characteristics over a long market cycle and may not perform in line with stated benchmarks. Past performance is no guarantee of future results.