Fundametrics® International Small Cap Equity

The CornerCap investment team builds portfolios based on characteristics that have statistically outperformed over long periods of time.  The investment process is a systematic approach to bottom-up, fundamental investing that ranks stocks based on alpha while identifying and avoiding stocks with excess risk.  Our objective is to provide a portfolio based on bottom-up, quantifiable data without emotion and bias that is consistent and highly repeatable.

Key Statistics

Asset Class International Developed Country Small Cap Equity
Primary Index: FTSE Developed Small Cap ex-US
Inception Date: 12/31/2019
Investable Universe: 2000 stocks
Holding Range: 175 – 225 stocks; equally weighted
Market Cap: Bottom 15% market capitalization by region
Sector Constraint: 40%
Industry Constraint: 20% (or benchmark weight)
Cash Limits: 0 – 5%
Vehicles: Separate Account
Asset Class
Primary Index:
FTSE Developed Small Cap ex-US
Inception Date:
12/31/2019
Investable Universe:
2000 stocks
Holding Range:
175 – 225 stocks; equally weighted
Market Cap:
Bottom 15% market
capitalization by region
Sector Constraint:
40%
Industry Constraint:
20% (or benchmark weight)
Cash Limits:
0 – 5%
Vehicles:
Separate Account
Past performance is no guarantee of future results, and all investments are subject to risk of loss.
Please read the notes and disclosures (link) as they are an integral part of this presentation.
For a complete list and description of composites, please email us.