The international small-cap equities space may be one of the most overlooked value prospects available to investors right now. In the last two years, the MSXI EAFE Small Cap Index—focused on developed nation small-cap stocks outside of the United States and Canada—has seen some of its lowest valuations relative to domestic large-cap names in decades.
Market participants in the U.S., broadly speaking, already perceive international equities as being more volatile than domestic equivalents. They also believe that scenario is amplified with smaller stocks.
Investors have long embraced small-caps. That's because of higher growth prospects and diversification within portfolios that often lean into large-caps.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 31,158 | $2.27M | $2.65M | $381,335.91 | 16.83% |
| WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc. | 3,508 | $279,989.93 | $298,600.96 | $18,611.03 | 6.65% |
| YA Yinka Akinsola Blue Trust Inc. | 2,061 | $134,174.85 | $175,020.12 | $40,845.27 | 30.44% |
Jeff Ameen Spire Wealth Management | 9,680 | $685,903.19 | $818,347.2 | $132,444.01 | 19.31% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 37,122 | $2.8M | $3.16M | $359,107.06 | 12.82% |
| ARCA Exchange | US Country |
The given company focuses on investing in the small-capitalization segment of the dividend-paying market, specifically targeting industries outside of the U.S. and Canada. It commits to allocating at least 95% of its total assets—excluding any collateral obtained through securities lending—directly into the constituent securities of its benchmark index or into investments that mirror the economic characteristics of these securities closely. This approach underscores the company's dedication to mirroring the performance of its chosen index, which encompasses a select portion of the global market. The fund is characterized as non-diversified, which implies a concentrated investment strategy in the specified market segment instead of spreading investments across a wider range of securities.
Investments made directly into the securities that form part of the fund's benchmark index. These securities are selected based on their representation of the small-cap dividend-paying market outside the U.S. and Canada. The aim here is to achieve performance that closely aligns with the economic characteristics and outcomes of the index itself.
Investments in assets that have economic characteristics substantially identical to those of the constituent securities of the fund's benchmark index. This includes derivatives or other financial instruments that mimic the performance of the index. This strategy enables the fund to engage in opportunities that replicate the targeted market segment's economic dynamics, expanding the potential for achieving its investment objectives.
The fund adopts a non-diversified investment strategy, focusing its resources on a narrower range of investments within the small-capitalization, dividend-paying sector outside the U.S. and Canada. This approach is indicative of a more concentrated investment philosophy, potentially leading to higher volatility but also offering the possibility of higher returns from a focused selection of securities.