Why We're Different

  • We've built a large, proprietary research database which we use to analyze fundamental information on 4,500 international small/mid capitalization stocks.
  • We've designed a distinct, bottom-up process in each of over 20 developed markets to find high growth stocks with earnings acceleration that are currently trading below their fair market values. We have defined the small/mid cap segment in each developed market.
  • We select approximately 175 - 200 of the most attractive stocks in each developed market predominantly between $75 million and $5 billion in market capitalization.
  • Our individual country weights are similar to the benchmark; our value-added is superior stock selection in each market.
  • The portfolio remains fully invested and well-diversified, without any large stock or sector concentrations.

International Small Cap Equity

Representative Portfolio Characteristics (As of 3/31/2012)*

GlobeFlex International Small Cap Equity

S&P Developed Ex-U.S. SmallCap Index

Number of stocks 177 3,808
Market Capitalization $1.4 B $1.5 B
Superior Growth
Long-term Growth Rate 7% 0%
Short-term Growth Rate 13% 12%
Reasonable Valuation    
Current P/E Ratio 10.6x 12.5x


Status

This product is currently open to new clients, with a $10 million minimum account size.

*All characteristics are medians, except for market cap which is a dollar-weighted median, as of March 31, 2012. The long-term growth rate is a five-year historical measure of company earnings; the short-term growth rate is current year consensus company earnings; the P/E ratio is share price as of 3/31 divided by earnings based on current year consensus company earnings forecast; positive earnings surprise is reported earnings above analysts' earnings estimates for the most recent quarterly reporting period.