The Sophus Emerging Markets Small-Cap strategy seeks to provide long-term growth of capital by investing primarily in small-cap equity securities of emerging market companies.
Philosophy and Process
Sophus Capital believes that equity markets reward earnings growth during most market environments. The strategy’s investment team employs both fundamental analysis and quantitative screening in seeking to identify companies that the investment team believes can sustain above-average earnings growth relative to their peers. Fundamental, bottom-up research focuses on companies that rank highly within the investment team’s quantitative screen, with particular emphasis placed on a company’s earnings growth, business strategy, value creation, competitive position, management quality, market position, and political and economic backdrop. The investment team monitors market and sovereign risk as part of the overall investment process.
Strategy assets include both discretionary and non-discretionary assets under management that are managed in a similar style.