Bringing you live news and features since 2006 

Adam Gent, AllianzGI

AllianzGI launches US Micro Cap strategy with long-standing track record for UK investors

RELATED TOPICS​

Active investment manager Allianz Global Investors (AllianzGI) has launched the Allianz US Micro Cap Equity Fund, which will be available as an OEIC (Open Ended Investment Company).

The fund aims to provide UK investors with access to US micro-cap equities which, as an asset class, have a strong performance history. The asset class’s strong total return can be explained by inefficient information flow, lack of institutional investor presence, and significant company level growth opportunities.
 
The fund’s objective is long-term capital appreciation, achieved by investing in companies undergoing positive fundamental change. Specifically, these are transformative company initiatives or industry growth trends, potentially delivering significant upside. AllianzGI believes attractive investment opportunities exist across all sectors, and they are especially prevalent within micro-cap health care and technology.
 
The fund is managed from AllianzGI’s San Diego office by a team of five investment professionals and led by Robert Marren.
 
Adam Gent (pictured), Head of Retail/Wholesale UK & Northern Europe, Allianz Global Investors, says: “While the US large cap space has become a familiar stomping ground for passive players, we continue to see opportunities to generate active investment returns in US Micro Caps. Robert and the team in San Diego have an excellent long term track record in the space and this fund launch gives UK clients further access to the best of AllianzGI’s global investment capabilities.”
 
Robert Marren, Portfolio Manager, Allianz US Micro Cap Equity, says: “I’ve spent the last 21 years investing in the US Micro Cap space. The asset class has delivered compelling returns because Wall Street is preoccupied with name brand large cap stocks. This lack of focus on micro caps creates significant opportunities in active management, allowing us to capture early-stage/underappreciated investment ideas on behalf of our clients.”
 
The Fund will join the IA North American Smaller Companies sector and will be set against the Russell Microcap Growth Index Total Return GBP benchmark.

Latest News

Figment Europe, a provider of institutional staking infrastructure, writes that it is solidifying its presence in the heart of Europe’s..
Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..

Related Articles

Ryan McCormack, Invesco
This year sees the 25th anniversary of Invesco’s QQQ, the USD240 billion ETF – the fifth largest ETF in the...
ETFs
The European ETF market achieved a record 28 per cent growth – reaching over USD1.8 trillion assets under management (AUM)...
Sal Esposito, Zacks Investment Management
Zacks Investment Management started doing investment research in 1978 and in 1992 started its investment management arm, initially with SMAs...
Jeremy Senderowicz, Vedder Price
Jeremy Senderowicz, a member of the Investment Services Group at law firm Vedder Price, has witnessed a steady upswing in...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by