US Small Cap Growth Equity

Batterymarch's US Small Cap Growth Equity strategy uses disciplined, systematic techniques based on traditional fundamental analysis to objectively rank an investable universe of approximately 1,600 liquid stocks daily. Our portfolios are well diversified, 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: July 1999

Benchmark: Russell 2000 Growth Index

Number of Holdings: 200 - 250

Expected Annual Turnover: 75 - 125%

Historical Tracking Error: 4 - 6%

Performance Objective (Gross of Fees): Benchmark + 3% over a market cycle