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Top performing U.S. Small Cap Equity strategies: June 2020
27 July 2020
Below are the top 10 performing U.S. Small Cap Equity strategies for Q2 2020 using eVestment's database of over 23,000 reporting strategies. 52% of U.S. Small Cap Equity strategies reporting at time of publication managed to outperform the Russell 2000, gross-of-fees. The median U.S. Small Cap Equity manager produced returns of 25.5% during the quarter, outperforming the benchmark's return of 25.42%.
StrategyQ2 2020 Return5 Year Tracking Error
Morgan Stanley Investment Management: Inception77.42%4.89%
Granahan Investment Management, Inc.: Small Cap Select Opportunities63.80%3.86%
Wasatch Global Investors: Small Cap Ultra Growth53.63%3.32%
Advisory Research, Inc.: U.S. Small Cap Growth53.52%4.05%
Bullseye Asset Management LLC: Bullseye Small Cap Growth Strategy52.12%4.08%
Macquarie Investment Management: US Small Cap Growth Equity51.73%4.09%
Granahan Investment Management, Inc.: Small Cap Focused Growth50.18%4.67%
Columbia Management Investments: Columbia Small Cap Growth47.97%2.84%
Polen Capital Management, LLC: Polen U.S. Small Company Growth46.14%3.05%
Columbus Circle Investors: Small Cap Equity Growth45.94%3.02%
U.S. Small Cap Equity Median25.50%1.76%
Russell 200025.42%N/A

Strategy performance in USD gross-of-fees; tracking errors calculated against the Russell 1000 index. For Polen Capital Management, LLC: Polen U.S. Small Company Growth, tracking error since first full month of performance; inception date of 3-9-2017.

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