The sustainable investor for a changing world

US small cap equity strategy

Key features

A diversified portfolio of US small cap stocks

An experienced portfolio management team, based in Boston

Thorough ESG integration

Investment philosophy 

We believe sustainable companies with enduring competitive advantages trading at attractive valuations will produce superior returns over a long-term investment horizon. Sector experience and industry contacts are key to finding such companies. 

We focus on three principles:

  • Selecting stocks, not sectors
  • Mispricing in the market exists due to inexact knowledge or behavioural mistakes
  • Identifying stocks that offer potential for sustainable earnings growth and have positive catalysts

Investment process

Our US Small Cap Equity strategy follows a disciplined four-step process:

  • Idea generation and screening
  • Fundamental research and valuation
  • Stock selection and discussion
  • Portfolio construction and risk management

Team and resources

Our US Equity team is based in Boston. Pamela Woo, who has more than 26 years of industry experience, leads the team.  

The team consists of portfolio managers and research analysts with expertise across different sectors. They benefit from access to our global trading and risk management platform, Sustainability Centre, Quantitative Research Group and Macro Research team.

Investments are subject to market fluctuations and the risks inherent in investments in securities. The value of investments and the income they generate may go down as well as up and it is possible that investors will not recover their initial outlay, the strategies described being in risk of capital loss. There is no guarantee that the performance objective will be achieved.