Given the apparent strength of the U.S. economy and stock market, you might wonder why our Global Small Cap Strategy only holds a ~13% weight in U.S. equities?

Given the apparent strength of the U.S. economy and stock market, you might wonder why our Global Small Cap Strategy only holds a ~13% weight in U.S. equities?
The U.S. economy remained resilient in 2024, outgrowing other developed countries. Mega-cap tech stocks led the S&P 500 to dominate global markets yet again.
The U.S. has posted returns of nearly 30% so far this year on the back of one of the most highly concentrated and highly valued stock markets in history.
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3 critical “Do Nots” that differentiate our fundamental, quality and value-oriented investment strategy from that of short-term, momentum-oriented investors.