Global Small Cap Equities

Global Small Cap Equities

The RobecoSAM Global Small Cap Equities Strategy offers investors exposure to global small and mid caps that exhibit superior sustainability profiles and/or deliver solutions to global resource scarcity challenges in the areas of water, energy, agribusiness and materials.

The strategy combines two of RobecoSAM’s key capabilities – sustainable global equities and resource efficiency solutions – to build a concentrated portfolio of high-conviction stocks based on bottom-up stock selection. The strategy seeks to outperform the MSCI World Small Cap Index through a focus on companies that exhibit strong business fundamentals and a stable track record but are trading below fair value, as well as attractively priced small and mid-cap companies operating in high-growth industries.
Key benefits of the RobecoSAM Global Small Cap Equities Strategy include:

  • Exposure to long-term global trends and growth at attractive valuations
  • Integration of sustainability factors into valuation and investment decisions as a differentiating factor
  • Designed for investors who seek exposure to global small and mid caps, or for investors who wish to invest in sustainable global equities


 Portfolio Managers



Rainer Baumann, CFA
Head of Investments


Junwei Hafner-Cai, CIIA 
Portfolio Manager (deputy)


The Global Small Cap Equities strategy is managed by two seasoned portfolio managers who form part of the Global Small Cap Equities team based in Zurich. The portfolio managers are supported by dedicated equity analysts and further sustainability analysts from the Sustainability Investing research team. The portfolio managers also have access to Robeco’s and RobecoSAM’s investment teams.