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.
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The strategy seeks to outperform the MSCI AC World ex USA Small Cap Growth Index over full market cycles.
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.
So long 2021! We bid you farewell and adieu. Once again (on many levels) I think it’s yet another year we’d rather just forget. The reality of course is many of the changes both economic and political will likely have long lasting effects and be with us for quite some time. It was however not all bad news… What many pundits didn’t think was possible, global markets followed one of their best years on record in 2020 with yet another year of impressive absolute gains.
After a strong global economic recovery in the ﬁrst half of the year, increasing concerns over supply chain complications, continuing inﬂation and the Delta variant led to downgraded expectations for the pace of growth for the remainder of the year. Despite these issues, equity markets were mostly ﬂat for the quarter.