Our Strategies

EAM focuses on managing portfolios in the global equity markets where we believe inefficiencies create significant opportunities for our active management style to add alpha. We currently manage small cap and micro cap equity portfolios for our clients in the US, International and Emerging Markets.

Non-U.S. Equity

International Small Cap

The EAM International Small Cap strategy seeks capital appreciation by investing in equity securities of non-US small cap companies that correspond to the market capitalization range of the MSCI ACWI ex-US Small Cap Index. We anticipate that this strategy will have a tracking error of 4-6% against its benchmark, the MSCI ACWI ex-US Small Cap Index, and we aim to add value in that same range over a full market cycle.

Emerging Markets Small Cap

The EAM Emerging Markets Small Cap strategy seeks capital appreciation by investing in equity securities of emerging markets small cap companies that correspond to the market capitalization range of the MSCI Emerging Markets Small Cap Index. We anticipate that this strategy will have a tracking error of 4-6% against its benchmark, the MSCI Emerging Markets Small Cap Index, and we aim to add value in that same range over a full market cycle.

International Micro Cap

The EAM International Micro Cap strategy seeks capital appreciation by investing in equity securities of non-US micro cap companies that correspond to the market capitalization range of the Russell Global ex-US Micro Cap Index. We anticipate that this strategy will have a tracking error of 4-6% against its benchmark, the Russell Global ex-US Micro Cap Index, and we aim to add value in that same range over a full market cycle.

U.S. Equity

Small Cap Growth

The EAM Small Cap Growth strategy seeks capital appreciation by investing in US-based companies that correspond to the market capitalization range of the Russell 2000 Growth Index. We anticipate that this strategy will have a tracking error of 4-6% against its benchmark, the Russell 2000 Growth Index, and we aim to add value in that same range over a full market cycle.

Micro Cap

The EAM Micro Cap strategy seeks capital appreciation by investing in US-based companies that correspond to the market capitalization range of the Russell Micro Cap Growth Index. We anticipate that this strategy will have a tracking error of 4-6% against its benchmark, the Russell Micro Cap Growth Index, and we aim to add value in that same range over a full market cycle.

Ultra Micro Cap

The EAM Ultra Micro Cap strategy seeks capital appreciation by investing in US-based companies that correspond to the bottom half of the market capitalization range of the Russell Micro Cap Growth Index. We anticipate that this strategy will have a tracking error of 6-8% against its benchmark, the Russell Micro Cap Growth Index, and we aim to add value in that same range over a full market cycle.