Unveiling the European Launch of US SMID Cap Growth Strategy

The decision to debut Fiera Capital’s all-seasons US SMID-Cap Growth Strategy (c. USD$6.1bn AUM, as at 31 March 2024) in Europe was taken in the context of three mutually reinforcing considerations.

First, in bringing the Strategy to European investors, we’re seeking to fulfil latent demand for exposure to US small-to-mid-caps either purely for alpha or as part of broader portfolio diversification where US SMID can complement large-cap equities allocations as well as other small- and mid-cap investment styles. We’ve achieved consistent outperformance on both an absolute and risk-adjusted basis against the Russell 2500 Growth Index over a 5- to 10-year time horizon, while providing a measure of resiliency during market downturns that is inherently attractive to European investors with a long-term outlook.