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International Small Cap Core

Summary

Summary

KEY FACTS as of 10/31/2019


Strategy Inception Date
Dec 1996
Strategy AUM
$674.3 M
Benchmark
-
eVestment Universe
EAFE Small Cap Core Equity

VEHICLES


  • This strategy is available as a:
  • Separate Account
  • Commingled Trust
  • Mutual Fund
  • Series Fund

PORTFOLIO MANAGERS

Todd D. Jacobson
Todd D. Jacobson, CFA

Partner & Portfolio Manager

31 Years of Industry Experience

A. Edward Allinson
A. Edward Allinson, CFA

Portfolio Manager

34 Years of Industry Experience

Vincent J. McBride
Vincent J. McBride

Partner & Portfolio Manager

32 Years of Industry Experience

Supported By 37 Investment Professionals with 18 Years Avg. Industry Experience

Portfolio

Portfolio

Country Breakdownas of 10/31/2019

Country Assets
Japan 21.6%
United Kingdom 9.8%
Germany 6.2%
Ireland 5.9%
Italy 5.3%
Canada 4.5%
Sweden 3.9%
Hong Kong 3.8%
Spain 3.8%
United States 3.1%
Australia 2.9%
Switzerland 2.8%
Republic of Korea 2.6%
France 2.1%
Portugal 2.0%
Guernsey 1.9%
Indonesia 1.8%
Netherlands 1.5%
Denmark 1.4%
Austria 1.1%
Israel 1.1%
China 1.0%
Taiwan 0.8%
Cayman Islands 0.8%
United Arab Emirates 0.7%
Belgium 0.7%
Philippines 0.5%
India 0.4%
Finland 0.2%
Type Weighting
Type Weighting
Europe ex-U.K.
Japan
Asia/Pacific
United Kingdom
Americas
EMEA
Cash

CHARACTERISTICS as of 10/31/2019

Portfolio Index
Portfolio Index
Number of Holdings 97 3612
Forward P/E 15.0x 15.3x
Earnings Growth 11.2% 7.7%
Sales Growth 5.9% 5.3%
Return on Equity 12.4% 10.7%
Weighted Average Mkt. Cap $2.9 B $3.1 B

Performance

Performance

International Small Cap Core Equity Institutional Composite

Average Annual Returns as of 10/31/2019

YTD 1-YR 3-YR 5-YR 10-YR Since Inception
Gross of Fees 15.52% 8.23% 6.88% 6.20% 8.79% 7.28%
Net of Fees 14.59% 7.17% 5.74% 5.04% 7.48% 6.08%

Calendar Year Returnsas of 10/31/2019

2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Gross of Fees -22.93% 39.43% -2.39% 11.29% -4.64% 33.02% 22.09% -14.02% 23.28% 51.27%
Net of Fees -23.79% 37.90% -3.46% 10.01% -5.92% 31.08% 20.38% -15.28% 22.14% 49.89%

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