Regional Equity (Europe, UK, Canada, North America)

Batterymarch's regional strategies use disciplined, systematic techniques based on traditional fundamental analysis to objectively rank investable regional universes of 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:

Europe ex-UK Equity
Inception Date: January 2004
Benchmark: FTSE Europe ex UK Index
Number of Holdings: 100 - 150
Expected Annual Turnover: 110 - 140%
Historical Tracking Error: 4 - 6%
Performance Objective (Gross of Fees): Benchmark + 2% over a market cycle

UK Equity
Inception Date: January 2004
Benchmark: FTSE All-Share Index
Number of Holdings: 70 - 120
Expected Annual Turnover: 110 - 140%
Historical Tracking Error: 4 - 6%
Performance Objective (Gross of Fees): Benchmark + 2% over a market cycle

Canadian Core Equity
Inception Date: April 2007
Benchmark: S&P/TSX Composite Index
Number of Holdings: 60 - 100
Expected Annual Turnover: 100 - 125%
Historical Tracking Error: 3 - 5%
Performance Objective (Gross of Fees): Benchmark + 2% over a market cycle

North American Equity
Inception Date: April 2007
Benchmark: 50% S&P 500 Index / 50% S&P/TSX Composite Index
Number of Holdings: 70 – 120
Expected Annual Turnover: 110 - 140%
Historical Tracking Error: 4 - 6%
Performance Objective (Gross of Fees): Benchmark + 2% over a market cycle