US Small Cap Equities

Mandate Profile:

  • Investor: German Pension Fund
  • Investment Volume: 90 – 100 m. EUR
  • Investment Universe: US Small Cap Equities. Opportunistic Investments (e.g. Non-US Small Caps, US Mid or Micro Caps) allowed
  • Investment Restrictions: Consideration of a client-specific ESG exclusion list (will be provided at a later stage)
  • Benchmark: e.g. Russell 2000 Index
  • Tracking Error: not restricted
  • Currency Hedging: unhedged
  • Derivatives: allowed
  • Investment Style: active, long-only
  • Investment Vehicle: Segregated Account (German “Spezialfonds”) or Mutual Fund

Deadline: Thursday, July 9th, 2020 (COB)