The latest news in investment offerings, financial products and other services relative to wealth advisors and their clients.
Fiera Capital
Fiera Capital,
a global asset management firm with over $122.1 billion under
management, has just launched its “all-seasons” Small-to-Mid
(SMID) Cap Growth strategy to European institutional and
wholesale investors.
Expanding the offering reflects growing demand across European
markets for exposure to high-growth US equities and the
opportunity set beyond the S&P 500, the firm said in a
statement.
The $6.1 billion strategy has a 23-year track record of
outperforming the Russell 2500 Growth Index. Launching the
strategy in Europe underscores the firm’s commitment to bringing
investment opportunities that meet its criteria of long-term,
steady, and financially sustainable alpha generation.
At its core, Fiera Capital’s SMID Cap Growth strategy seeks to
deliver capital appreciation across multiple market cycles,
providing clients with stability during market downturns. The
portfolio typically holds 60 to 90 names and consists of
companies with between $150 million and $10 billion at the time
of initial purchase.
“US small and mid-caps represent an excellent opportunity for
investors seeking exposure to dynamic US companies beyond the
highly-subscribed and analysed large cap market,” lead portfolio
manager Sunil Reddy said.
Through in-depth analysis the seven-strong team, which was
founded in 1987, identifies companies that provide innovative
solutions to major technological, economic, demographic,
regulatory, or societal change. Secular themes such as cloud
computing, e-commerce, AI and advances in therapeutics form a
tailwind for these companies for creating continuous growth.
“In recent years, US equities have been a growth powerhouse.
However, the small to mid-cap segment remains relatively
under-owned and under-researched. Introducing this strategy to
Europe underscores our commitment to providing our clients with
strategies that can meaningfully elevate the performance of their
portfolios,” Klaus Schuster, EMEA CEO, added.
