Strategy
International Growth Equities
The Driehaus International Growth Equities team focuses on investing in non-US companies through the Driehaus International Small Cap Growth strategy. The strategy provides investors with exposure to companies experiencing growth inflections in addition to positive earnings revisions and medium-term (price) momentum, two factors that are positively correlated to alpha generation. The team is led by portfolio managers Dan Burr and David Mouser.
Institutional Investors
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Driehaus International Small Cap Growth Strategy
View DetailsDriehaus International Small Cap Growth Strategy
The strategy seeks to outperform the MSCI AC World ex USA Small Cap Growth Index over full market cycles.
Facts
- Strategy Inception Date
- Jul 01, 2001
- Total Strategy Assets
As of Aug 31, 2022
- $705M
Separately Managed Accounts
- Open to New Investors
- Yes
Funds
Institutional Commingled Accounts
- Minimum Initial Investment
- $1M
Philosophy & Process
The team employs a growth-oriented investment philosophy focusing on identifying company-specific growth inflection points and exploiting associated marketplace inefficiencies. Our philosophy hinges on a belief that market expectations tend to be ‘anchored’ to historical information and that points of inflection therefore introduce dislocations between market expectations and fundamentals which generate significant alpha capture opportunities. The team combines bottom up fundamental and macro analysis with a nimble and active investment approach to identify inefficiencies and generate a portfolio which uniquely seeks to achieve superior aggregate growth rates as well as superior risk characteristics.
Featured Commentary
Driehaus International Small Cap Growth Fund June 2022 Commentary with Attribution
Volatility continued to be the name of the game in the second quarter with global markets broadly experiencing some of their largest absolute quarterly declines in decades. Despite a strong desire to travel and “live again” after two years of pandemic fits and starts both consumer and investor sentiment continues to be hit from all sides with persistently high inflationary pressures across most industries, extremely punitive energy, utility, and food bills (particularly throughout Europe and the US), ongoing geopolitical conflict, and tightening credit and financial conditions. Indeed for the first half of 2022 humankind globally has been staring the wall of worry smack in the face.
Driehaus International Small Cap Growth Strategy June 2022 Commentary with Attribution
Volatility continued to be the name of the game in the second quarter with global markets broadly experiencing some of their largest absolute quarterly declines in decades. Despite a strong desire to travel and “live again” after two years of pandemic fits and starts both consumer and investor sentiment continues to be hit from all sides with persistently high inflationary pressures across most industries, extremely punitive energy, utility, and food bills (particularly throughout Europe and the US), ongoing geopolitical conflict, and tightening credit and financial conditions. Indeed for the first half of 2022 humankind globally has been staring the wall of worry smack in the face.
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