The Case for a Global Small/Mid-Cap Portfolio

MFS Investment Management /

28-06-2023

Global asset owners have historically allocated capital to two distinct equity asset classes: global large cap (as represented by the MSCI All Country World Index or the MSCI All Country World Large Cap Index) and/ or global small cap (as represented by the MSCI Global Small Cap Index). As a long-tenured, seasoned active global small/mid- cap managers, we are often asked, “Why the global small/mid-cap asset class instead of the more common small-cap approach?”