US Small Cap Equities

Mandate Profile:

  • Investor: German Insurance
  • Investment Volume: 50 m. EUR (in perspective 75 m. EUR)
  • Investment Universe: US Small Cap Equities. Opportunistic Investments (e.g. Non-US Small Caps, US Mid or US Micro Caps) allowed
  • Investment Restrictions: Implementation of a client-specific ESG exclusion list (will be provided at a later stage)
  • Benchmark: e.g. MSCI USA Small Cap Net Return Index
  • Tracking Error: not restricted
  • Currency Hedging: unhedged
  • Derivatives: allowed
  • Investment Style: active, long-only
  • Investment Vehicle: Segregated Account (German “Spezialfonds”)

Deadline: Friday, July 5th, 2019 (COB)