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

Team

 Portfolio Managers

  
   

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Rainer Baumann, CFA
Head of Investment Management and Member of the RobecoSAM Executive Committee

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Kai Fachinger, CFA
Senior Portfolio Manager
(deputy) 


 

 

Equity Analysts

Mathias Büeler, CFA
Senior Analyst
Financials, Media

Moritz Dullinger,CFA, CAIA
Analyst
Healthcare

Oliver Girakhou
Senior Analyst
Materials, Construction, Machinery & Transportation
Thomas Guennegues, CFA
Senior Analyst
Utilities, Renewable Energies, Electrical Equipment

Junwei Hafner-Cai, CIIA
Senior Analyst
Industrials

Matthias Müller, CFA
Senior Analyst
Information Technology & Telecommunication

Aaron Re'em, CFA
Analyst
Consumer Staples & Retailing

Sustainability Investing (SI) Analysts

Jacob Messina, CFA
Head of SI Research
Healthcare

Daniel Bernalte Hindersin
SI Analyst
Financials & Real Estate

Elina Kaarina Hokkanen
Senior SI Analyst
Industrials

Roland Hengerer, PhD
Senior SI Analyst
Utilities, Energy, Electrical Equipment


Michael van der Meer, CFA
Senior SI Analyst
Emerging Markets

Roraj Pradhananga
SI Analyst
Consumer Discretionary & Staples, Telecommunication

Research Talent Pool
3 Team Members

Additional resources

ESG Ratings
9 Team Members
Quantitative Research
5 Team Members
Governance and Active Ownership (Robeco)
11 Team Members
Client Portfolio Management
2 Team Members