Global Smid-Cap

The Global Smid-Cap Strategy aims to outperform the MSCI ACWI Smid-Cap Index by 3% p.a. (gross of fees) over rolling 3-year periods. It offers concentrated stock picking within a differentiated top-down and thematic framework. 


TT Global Smid-Cap

The strategy focuses on four long-term thematic trends that will shape the world: technological progress, environmental solutions, demographic and sociological change, and macroeconomics. By doing so, we ensure that the portfolio is aligned with secular tailwinds.

Of course, we acknowledge the intrinsic interplay between the secular and the cyclical, positioning the portfolio accordingly through time.

Crucially, we conduct rigorous bottom-up analysis to ensure that each stock is delivering a powerful combination of quality, growth and value. We are evidence-based investors, and empirical research suggests that this combination is a particularly effective way to generate strong risk-adjusted returns. 

The following aspects of our investment process provide an edge and set the TT proposition apart from the competition:

  • Focus on under-researched smid-cap ideas to enhance alpha generation.

  • Thematic idea generation with strong alignment to the UN Sustainable Development Goals as we believe the sustainability of a company’s returns is impacted by the sustainability of its operational conduct.

  • Integrated with top-down analysis on the business cycle and liquidity.

  • Powerful combination of value, quality and growth.

  • High conviction portfolio of typically 45-60 stocks and +95% active share.

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