Small-Cap

Emerging/Diverse Managers
Southwest Plan Narrows Small, Smid-Cap Emerging Mgr. Search

Plan will conduct further due diligence on three firms in its domestic small-cap and small- to mid-cap equity emerging manager space.

04.23.21
Small-Cap
First Eagle Establishes Small-Cap Team

The team joins First Eagle from Royce Investment Partners.

04.21.21
Non-U.S. & Global Equity
Great Lakes Plan Axes EM Small-Cap Firm

Plan agreed to terminate a dedicated emerging markets small-cap manager at this week’s investment committee meeting.

04.19.21
Small-Cap
New England Plan Terminates Small-Cap Core Manager

The plan opted to shift its domestic small-cap equity portfolio to a passive strategy.

04.19.21
Equity
Southern Foundation Adds Global Equity Mgr., Replaces Int’l Small-Cap Mgr.

A foundation in the South added a global equity manager and replaced an international small-cap equity manager within its endowment in the first quarter.

04.14.21
Small-Cap
New England Plan Makes Small-Cap Value Hire; Watching HFoFs

The plan made a small-cap equity manager switch and is watching its hedge fund-of-fund managers.

04.14.21
International / Global / Emerging Markets
Southern Plan Selects EME Finalists; Concludes Int’l SC Search

The plan named four contenders for its emerging markets equity search and concluded its non-U.S. small-cap search.

04.12.21
Searches And Hires
New England Plan Issues Mid-Cap, Small-Cap RFPs

The plan last conducted domestic mid-cap and small-cap equity searches in 2014.

04.07.21
Non-U.S. & Global Equity
Midwest Plan Concludes Int’l Small-Cap Mgr. Search

The plan made a hire in its search to replace a previously terminated international small-cap equity manager.

03.31.21
Mid-Cap
Northeast Plan Retains Mid-Cap Value Mgr.

The plan retained its domestic mid-cap value equity manager following an RFP search.

03.30.21