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The RBC International Small Cap Equity strategy seeks to provide long-term capital growth by investing in a portfolio of small cap securities located throughout the world, excluding the United States. The strategy specializes in owning companies with high and sustainable levels of profitability supported by low capital intensity through in-depth, rigorous company level research conducted by our deeply experienced on the ground investment professionals. An acute focus on risk management underpins effective portfolio construction.

Strategy overview

  • Long term ownership mindset focused on identifying high and sustainable ROIC businesses
  • On the ground deep expertise in each region
  • In-depth, rigorous company specific research drives security selection
  • Material ESG factors are incorporated in the investment process
  • Acute focus on risk management and portfolio construction

Our approach

Diversity

We have a deeply integrated team and we have worked together for over a decade with our Lead Portfolio Manager, David Lambert, in London.

We have a strong culture of discussion and debate amongst the team which encourages different perspectives when evaluating investment opportunities.

Culture

We place a big emphasis on cohesive team culture with one-team mentality anchored in constant interaction.

We spend significant time evaluating company management thanks to an on the ground expertise in each region, with centralized decision making.

Research focus

We have built a strong research platform delivering in-depth, rigorous stock specific research.

We adopt a long term ownership mindset focused on identifying companies that display high and sustainable ROIC.

Our approach to ESG integration

  • We believe material ESG factors are important considerations in risk management
  • We believe the incorporation of material ESG factors is an important component in active management

Additional information

Inception
January 2019
Primary benchmark
MSCI All Country World ex US Small Cap Total Return Net Index
Vehicle
US Mutual Fund, Separate Accounts

Investment team

RBC International Equity team

​A focus on rigorous fundamental research to identify international businesses with strong and sustainable levels of profitability and low capital intensity

Connect with our team to learn more

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