Lightrock, a worldwide investment platform that supports purpose-driven businesses, has introduced its Lightrock Global Small-Cap strategy.
The strategy was launched in the second part of April and is funded with over €400m ($432m), most of which has already been invested.
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The launch comes after a seasoned and committed public equity team, which includes Michiel van Dijk, Tessa Sosef, Chris Kaashoek, Luuk Jagtenberg, and Maarten Vankan, was appointed in 2023.
Investing in listed small-cap firms worldwide, the strategy makes use of the team’s skills in thorough fundamental research, active management, and involved ownership.
This method, which combines research expertise with a horizon for long-term investments, seeks to detect and capitalise on market inefficiencies, as well as potentially taking contrarian positions.
Moreover, the portfolio will consist of 50–75 stocks, with an emphasis on businesses with sound balance sheets and useful fundamentals.
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By GlobalDataThe goal of Lightrock’s strategy is to surpass the MSCI World Small Cap Index, which serves as its benchmark.
The Environmental, Social, and Governance (ESG) and Impact frameworks that Lightrock has developed in-house are compatible with this methodology.
It will benefit from Lightrock’s dedicated Impact & ESG Team, which will also help to integrate ESG concerns into the investment technique and communicate effectively with portfolio company executive teams.
Pal Erik Sjatil, managing partner and CEO of Lightrock stated: “The launch of this strategy demonstrates our dedication to fostering positive change and nurturing mission-driven enterprises in a new asset class, aligning with investors’ increasing demand for approaches that further environmental or social considerations in the global small-cap space. I extend my heartfelt gratitude to our investors for their confidence and support in our journey towards a more sustainable future.”
