Global Small Cap Equity

AT A GLANCE as of 6/30/2023

Active Share
Concentration in Top Ten
# of Holdings
Inception Date
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Our Objective

We seek to generate sustainable excess returns over the MSCI World Small Cap Index through a concentrated portfolio of global small cap equities.

Our Focus

We invest in attractively valued companies that we believe have competitive advantages which will translate to long term growth that exceeds consensus estimates. This leads us to focus on companies with these characteristics:


As of 6/30/2023

All data as of 6/30/2023;  ^ denotes annualized performance. Past Performance does not guarantee future results.

Sector Allocation

As of 6/30/2023

Sector allocations are based on a representative account.

Top 10 Holdings

As of 6/30/2023


Portfolio Weight

Element Fleet Management Corporation


Kinsale Capital Group, Inc.

United States

Axos Financial, Inc.

United States

Indivior PLC

United Kingdom

Rush Enterprises, Inc.

United States

Chart Industries, Inc.

United States

Internet Initiative Japan Inc.


Arcos Dorados Holdings, Inc. Class A


Rohto Pharmaceutical Co., Ltd.


MSA Safety, Inc.

United States

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Redwood Investments, LLC is an SEC registered investment adviser.

Redwood Investments, LLC claims compliance with the Global investment Performance Standards (GIPS). Redwood Investments, LLC claims compliance with the Global investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. The firm must disclose how to obtain GIPS-compliant performance information for the firm’s strategies and products. The information presented here is supplemental to the information and full disclosures included in the fact sheet and quarterly letter which are available for download on this site.

Holdings are subject to change. The top 10 representative portfolio holdings indicated as of the time period noted and are subject to change. Portfolio holdings should not be considered a recommendation to purchase, hold or sell any particular security. A list of all securities held in the portfolio over the past 12 months is available upon request.

Reference to the benchmark index is for comparative purposes only and is not intended to indicate the representative portfolio will contain the same investments as the benchmark index.


Active Share - A measure of the percentage of the stock positions in the representative portfolio that differ from the index. Source: Redwood Investments, LLC, SS&C, Factset.
Downside Capture - A measure of the manager’s performance in down markets relative to the market itself. Source: eVestment.
# of Holdings - indicates the number of securities in the representative portfolio. Source: Redwood Investments, LLC and MSCI, Inc.