Where are the best opportunities for small-cap managers globally?

clock • 6 min read

Fund managers from Investment Week's Smaller Companies Breakfast Briefing discuss the outlook for the asset class.

Mark Stoeckle, chief executive officer and senior portfolio manager, Union Bancaire Privée Can you give an overview of your fund and how it may work in a client's portfolio?  The UBAM Adams US Small Cap fund captures alpha in small-cap companies with the goal of outperforming the Russell 2000. Our process begins by eliminating stocks with poor liquidity. Next we run our quantitative model which deciles attractiveness 1 to 10.  Our process is driven by the fundamental work we do on stocks that are ranked 1 to 4 by the model.   There are several attributes that make the fund unique ...

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