Laurus Portfolios
We specialize in long-only small and mid-capitalization equity investing for institutional clients. Laurus is a registered investment advisor in both Canada and the United States.
Global Small Cap Strategy
OVERVIEW
This strategy seeks long-term capital appreciation by investing in a concentrated group of small/mid capitalization companies domiciled in Developed Markets (see below) around the world.
The amount invested in any one country will vary depending upon the economic, investment, and market outlook and opportunities in each area.
Developed Market countries for this strategy include Australia, Austria, Belgium, Canada, Denmark, Finland, France, Germany, Hong Kong, Ireland, Israel, Italy, Japan, Netherlands, New Zealand, Norway, Portugal, Singapore, Spain, Sweden, Switzerland, the UK and the US.
MARKET CAP AT TIME OF PURCHASE
No greater than $10 billion (USD)
PERFORMANCE GOAL
To surpass the benchmark index return from the MSCI World Small Cap Index over a market cycle
The MSCI World Small Cap Index captures mid and small cap representation across 23 Developed Markets countries. With 4,226 constituents, the index covers approximately 14% of the free float-adjusted market capitalization in each country.
US Small Cap Strategy
OVERVIEW
This strategy seeks long-term capital appreciation by investing in a concentrated group of US-domiciled small/mid capitalization equities.
MARKET CAP AT TIME OF PURCHASE
Less than $7 billion (USD)
PERFORMANCE GOAL
To exceed the return of the MSCI US Small Cap (Net) Index over a market cycle
International Small Cap Strategy
OVERVIEW
This strategy seeks long-term capital appreciation by investing in a concentrated group of small/mid capitalization companies domiciled in Developed Markets (see below) outside of North America.
The amount invested in any one country will vary depending upon the economic, investment, and market outlook and opportunities in each area. The Manager has the discretion, from time to time, to invest up to 5% in Canada where deemed warranted.
Developed Market include Australia, Austria, Belgium, Denmark, Finland, France, Germany, Hong Kong, Ireland, Israel, Italy, Japan, the Netherlands, New Zealand, Norway, Portugal, Singapore, Spain, Sweden, Switzerland and the UK.
MARKET CAP AT TIME OF PURCHASE
No greater than US$10 billion (USD)
PERFORMANCE GOAL
To surpass the benchmark index return from the MSCI EAFE Small Cap Index over a market cycle
The MSCI EAFE Small Cap Index captures small cap representation in Developed Markets around the world, excluding the US and Canada. With 2,361 constituents, the index covers approximately 14% of the free float-adjusted market capitalization in each country.
Canadian Small Cap Strategy
OVERVIEW
This strategy seeks long-term capital appreciation by investing in a concentrated group of Canadian-domiciled small/mid capitalization equities. This strategy is not available in the United States.
MARKET CAP AT TIME OF PURCHASE
Less than $3 billion (CAD)
PERFORMANCE GOAL
To exceed the return of the S&P/TSX Small Cap Index over a market cycle
North American Equity Strategy
OVERVIEW
This strategy seeks long-term capital appreciation by investing in a concentrated group of North American-domiciled equities. This strategy is not available in the United States.
MARKET CAP AT TIME OF PURCHASE
Greater than $1 billion (CAD)
PERFORMANCE GOAL
To exceed the return of a composite index comprised of 50% S&P/TSX Composite Index / 50% S&P 500 Index over a market cycle.
We specialize in long-only small and mid cap equity investing for institutional clients. Laurus is a registered investment advisor in both Canada and the United States.
EMAIL
info@laurusglobalequity.com
PHONE
844-430-5501 (toll-free)
VISIT
120 Adelaide Street West, Suite 1901
Toronto, ON M5H 1T1
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