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FIAM Strategies
FIAM Select Global Small Cap
The Select Global Small Cap strategy seeks to provide excess returns relative to a global small-cap index, by combining qualitative stock selection with quantitative risk management and systematically capturing the best fundamental ideas from our global research platform.
Investment Approach
The discipline is an active, bottom-up, core strategy, which combines our fundamental stock research with robust risk management and seeks to deliver consistent outperformance. In this strategy, market risk is matched to the benchmark, and stock selection—our strength—emerges as the dominant contributor to active returns. The approach aims to outperform the MSCI World Small Cap index over a market cycle.
Broadly diversified portfolio
Broadly diversified portfolio that seeks to consistently deliver value added performance.
Consistent approach
Consistent approach since inception, supported by a dedicated team of small cap analysts.
Research
Pure play on one of the world’s largest buyside research platforms that has vast depth and breadth of fundamental research coverage. This strategy is well positioned and seeks to add value via stock selection in an inefficient marketplace.
Investment Process
Proprietary Research
- Fidelity fundamental research
- Approximately 6,000 stocks
Stock Selection
- Identify our best ideas
- Analyst research
- Analyst model portfolios
- FIAM International Small Cap Investment team
- Approximately 1,500 stocks
Portfolio Construction
- Disciplined portfolio
- Construction and risk management
- Sector exposures
- Region exposures
- Liquidity exposures
Select Global Small Cap Portfolio
- Approximately 225 stocks
Key Facts
| Inception Date | Aug 31, 2007 |
| Benchmark | S&P Dev SC/MSCI World SC Net Linked* |
| Separate account minimum | $50M |
| Typical tracking error** | 4%–6% |
Portfolio Managers
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