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A risk-adjusted core approach to invest in the very dynamic and nimble US small caps
UBAM - Adams US Small Cap Equity is a US-focused fund using a systematic investment process with multiple layers of fundamental analysis: evaluation, market analysis and fundamental company research. The fund maintains sector and industry group neutrality.
US small caps offer diversification to any portfolio with a US equity allocation. The small-cap market index, the Russell 2000, is also less correlated to the main indices. Small caps have distinct risk/return characteristics that can enhance returns over time. Small caps are also more nimble and quicker to adjust their strategies in response to market changes than larger companies. Often in the hands of their funders or a narrow group of managers, smaller companies are managed to create value for their shareholders. Brokerage firms cover small companies less extensively, increasing the possibility of market inefficiencies.
UBAM - Adams US Small Cap Equity is a diversified portfolio of small-cap stocks based on the combination of a quantitative model and fundamental research. The process overlays control measures and limits sector and industry group, and individual stock weights. The team uses the quant model to narrow the focus and then apply fundamental analysis. The fund benefits from the leverage that comes from the model’s view over the entire market while adding value with the depth of fundamental research on the names that will be selected for the portfolio.
|Historical performance||MTD||YTD||1 year||3 years||5 years||Since launch|
Performance under 1 year is shown cumulated. Performance over 1 year is shown annualised.
Past performance is not indicative of present and/or future results. Price and availability are subject to change without notice. The value of investments may go up or down and investors may not get back the amount invested. Changes in foreign exchange rates may also cause the value of investments to fluctuate.
|Status – Articles of Association||28.08.2017|
Italy: I shares are only notified to the CONSOB.
Singapore: Sub-funds registered with the MAS (Monetary Authority of Singapore) can only be offered to “accredited investors”.
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