A high conviction portfolio primarily of US small cap stocks
Managed by an experienced US equities team, based in Boston
ESG1 factors integrated within the investment process
We believe sustainable companies with enduring competitive advantages trading at attractive valuations will produce superior returns over a long-term investment horizon. We apply fundamental stock research conducted by sector specialists to identify such companies.
Our US Small Cap Strategy follows a disciplined and repeatable process:
- Idea generation and screening
- Fundamental research and valuation
- Stock selection and discussion
- Portfolio construction and risk management
Team and resources
Our US Equity team is based in Boston. Geoff Dailey, who has more than 21 years of industry experience, leads the team.
The team consists of portfolio managers, research analysts, and investment specialists with expertise across different sectors. They benefit from access to our global trading and risk management platform, Sustainability Centre, Quantitative Research Group, and Macro Research team.
 ESG = Environmental, Social and Governance. ESG assessments are based on BNP Paribas Asset Management’s proprietary methodology which integrates all three aspects of E, S & G.
References to the Strategy relate to the investment approach and process applied to the flagship BNP Paribas Sub-fund. The Sub-fund in question may not be available to investors in certain jurisdictions. Visit www.bnpparibas-am.com for more information.
Past performance or achievement is not indicative of current or future performance. Performances is calculated net of fees unless otherwise stated.
- Any views expressed here are those of the author as of the date of publication, are based on available information, and are subject to change without notice. Individual portfolio management teams may hold different views and may take different investment decisions for different clients. This material does not constitute investment advice.
Investments are subject to market fluctuations and the risks inherent in investments in securities. The value of investments and the income they generate may go down as well as up and it is possible that investors will not recover their initial investment. There is no guarantee that the performance objective will be achieved.
- Investing in emerging markets, or specialised or restricted sectors is likely to be subject to a higher-than-average volatility due to a high degree of concentration, greater uncertainty because less information is available, there is less liquidity or due to greater sensitivity to changes in market conditions (social, political and economic conditions).
For a complete description and definition of risks, please consult the last available prospectus and KID of the fund. Investors considering subscribing to a fund should read carefully its most recent prospectus and KID that can be downloaded free of charge from our website: www.bnpparibas-am.com
Environmental, social and governance (ESG) investment risk: The lack of common or harmonised definitions and labels integrating ESG and sustainability criteria at EU level may result in different approaches by managers when setting ESG objectives. This also means that it may be difficult to compare strategies integrating ESG and sustainability criteria to the extent that the selection and weightings applied to select investments may be based on metrics that may share the same name but have different underlying meanings. In evaluating a security based on the ESG and sustainability criteria, the Investment Manager may also use data sources provided by external ESG research providers. Given the evolving nature of ESG, these data sources may for the time being be incomplete, inaccurate or unavailable. Applying responsible business conduct standards in the investment process may lead to the exclusion of securities of certain issuers. Consequently, (the Sub-Fund's) performance may at times be better or worse than the performance of relatable funds that do not apply such standards.