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International Small Cap Core

Summary

Summary

KEY FACTS as of 12/31/2019


Strategy Inception Date
Dec 1996
Strategy AUM
$671.7 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

32 Years of Industry Experience

A. Edward Allinson
A. Edward Allinson, CFA

Portfolio Manager

35 Years of Industry Experience

Vincent J. McBride
Vincent J. McBride

Partner & Portfolio Manager

33 Years of Industry Experience

Supported By 36 Investment Professionals with 18 Years Avg. Industry Experience

Portfolio

Portfolio

Country Breakdownas of 12/31/2019

Country Assets
Japan 21.8%
United Kingdom 10.1%
Germany 6.7%
Ireland 5.9%
Italy 5.9%
Canada 4.2%
Hong Kong 4.0%
Sweden 3.8%
Spain 3.6%
Switzerland 3.4%
United States 2.9%
Australia 2.8%
France 2.3%
Portugal 2.3%
Austria 2.2%
Netherlands 2.1%
Republic of Korea 2.0%
Denmark 1.5%
Guernsey 1.3%
Taiwan 1.1%
China 1.1%
Cayman Islands 1.1%
Israel 1.1%
United Arab Emirates 1.0%
Indonesia 0.9%
Jersey 0.8%
Belgium 0.7%
Philippines 0.4%
Finland 0.2%
Type Weighting
Type Weighting
Europe ex-U.K.
Japan
Asia/Pacific
United Kingdom
Americas
EMEA
Cash

CHARACTERISTICS as of 12/31/2019

Portfolio Index
Portfolio Index
Number of Holdings 94 3617
Forward P/E 16.0x 16.5x
Earnings Growth 11.7% 7.9%
Sales Growth 6.4% 5.4%
Return on Equity 11.5% 10.7%
Weighted Average Mkt. Cap $3.2 B $3.3 B

Performance

Performance

International Small Cap Core Equity Institutional Composite

Average Annual Returns as of 12/31/2019

YTD 1-YR 3-YR 5-YR 10-YR Since Inception
Gross of Fees 22.87% 22.87% 9.70% 7.48% 8.94% 7.64%
Net of Fees 21.67% 21.67% 8.54% 6.31% 7.63% 6.44%

Calendar Year Returnsas of 12/31/2019

2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Gross of Fees 22.87% -22.93% 39.43% -2.39% 11.29% -4.64% 33.02% 22.09% -14.02% 23.28%
Net of Fees 21.67% -23.79% 37.90% -3.46% 10.01% -5.92% 31.08% 20.38% -15.28% 22.14%

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