INTERNATIONAL SMALL CAP STRATEGY
DISCIPLINED AND DIFFERENTIATED ANALYTICAL APPROACH TO IDENTIFYING UNDERVALUED INVESTMENTS
RHJ's INTERNATIONAL SMALL CAP strategy’s investment philosophy is centered on investing in businesses with sustainable profitability, strong competitive moats, and sound capital allocation strategies, whose valuations imply overly pessimistic future profitability. Our investment universe consists of companies with market capitalizations between $30 million to $9 billion at the time of purchase.1
|Inception Date:||APRIL 1, 2015|
|Benchmark:||MSCI EAFE SMALL CAP|
|Management:||CO-MANAGED, ERIC FUHRMAN AND ANDREW ROTHSTEIN|
|Avg. Composition:||50-70 STOCKS|
1 The selection universe is tied to the capitalization range of the MSCI EAFE Small Cap Index and can change each May and November with MSCI’s semi-annual reconstitution.
All investments involve risk, including loss of principal invested. Past performance does not guarantee future performance. Individual client accounts may vary. The strategies and/or investments referenced may not be suitable for all investors as the appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.
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