Asia ex-Japan Equity

Batterymarch's Asia ex-Japan Equity strategy uses a unique synthesis of quantitative and fundamental investment disciplines to objectively rank an investable universe of approximately 1,100 liquid stocks daily. Our portfolios are well diversified and style neutral, with moderate active bets versus the benchmark. We seek to outperform across a range of market environments and add value in both up and down markets.

Quick Facts:

Inception Date: April 1996

Benchmark: MSCI AC Asia ex Japan Standard Index (Net Dividends)

Number of Holdings: 120 - 160

Expected Annual Turnover: 80 - 120%

Historical Tracking Error: 4 - 8%

Performance Objective (Gross of Fees): Benchmark + 3.5% over a market cycle