Swiss company EFG Asset Management has unveiled the New Capital US Small Cap Growth Fund.
This Ucits US small-cap equity strategy, which was launched on 12 December 2016, relies on the firm’s belief that US growth equities will be on an upward trend over the coming years.
It is managed by senior portfolio managers Joel Rubenstein, Tim Butler and Mike Clulow.
A similar approach to these of the New Capital Small Cap Growth, SMID Cap Growth and Mid Cap Growth portfolios is applied by the management team.
The fund invests in leaders and emerging leaders by screening four factors (quality, growth, scalability, and timeliness). The New Capital US Small Cap Growth Fund will hold 60 to 80 stocks.
EFGAM had $12bn (€11.28bn) in assets under management as of end-March 2016.