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, Consumer Staples

Melissa Castillo Spinoso
SI Analyst
Industrials, Telecommunication, IT Software & Services

Roland Hengerer, PhD
Senior SI Analyst
Utilities, Renewable Energies & Electrical Equipment
Rashila Kerai
Senior SI Analyst
Materials & Transportation, Impact Investing

Michael van der Meer, CFA
Senior SI Analyst
Emerging Markets

Roraj Pradhananga
SI Analyst
Consumer Discretionary

Research Talent Pool
3 Team Members

Additional resources

Sustainability Applications and Operations
7 Team Members
Quantitative Research
5 Team Members
Governance and Active Ownership (Robeco)
11 Team Members
Client Portfolio Management
2 Team Members