| Manager Profile | |
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| Global equity specialist with $24.8 billion in assets as of 12/31/06 | | Proven investment strategies encompassing a broad range of US and non-US equity products |
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Batterymarch manages assets across more than 50 equity markets for investors around the world. The firm's investment process models the time-tested investment disciplines of experienced fundamental investors, within an efficient, systematic structure. This approach integrates the best characteristics of both quantitative and traditional approaches. Drawn from more than 35 years of experience, all of Batterymarch's strategies share key attributes: rigorous bottom-up stock selection, integrated risk control and cost-efficient trading. Each strategy is customized to capture the intricacies of specific sectors, markets/regions and asset classes—and seeks to add value regardless of the investment environment.
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| International Small-Cap | |
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Long-term growth of capital through investment in equity securities of non-U.S. companies with small market capitalizations.
| | | | S&P/Citigroup Extended Market Index World ex-US | |
The S&P/Citigroup Extended Market Index World ex-US is constructed by examining the smaller capitalization companies located in one of the largest 52 developed markets outside of the United States.
| | | | Foreign small mid-cap value | | | | Based on information from Morningstar, Inc., 2008.
| | | | Small-cap, mid-cap, and emerging-growth company stocks may be riskier and more volatile than larger, more established company stocks. International investing is subject to currency fluctuations and political changes. |
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