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PineBridge Small Cap Fund Downgraded

Its impressive risk-return profile stands out, but Morningstar analysts see snares in its swelling assets. 

Kate Lin, CAIA 20 July, 2021 | 10:07
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PineBridge Asia ex Japan Small Cap has done a good job in capitalizing on Asian smaller companies that lead the way for quality growth, according to Morningstar analysts. For the trailing three and five years, the fund returned 12.8% and 14.2%, respectively, outperforming both the Morningstar Category average and Category benchmark index.

While growth is a core element the manager looks for in a stock, valuation is an equally important metric. With this discipline, the portfolio manager Elizabeth Soon is able to identify companies trading at reasonable price and delivering competitive upside. An attractive risk-return profile has attracted growing investor interest and sustained influx of investor money. The fund reached US$ 2.5 billion as of the end of June, nearly doubling in size since the beginning of 2020.

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About Author

Kate Lin, CAIA

Kate Lin, CAIA  is a Data Journalist for Morningstar Asia, and is based in Hong Kong

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