Our Firm
EGA is 100% employee-owned and singularly focused on delivering excess returns in international small caps. We believe enduring success is driven by exceptional people, strong processes, rigourous compliance, and incentives that are aligned with our partners and clients.
Our team's decades of experience across economic and market cycles and within diverse firm structures have taught us the importance of getting the "small things" right. Culture, collaboration, integrity, client alignment, organizational structure, and an emphasis on the everyday "blocking and tackling" of idea generation, research, portfolio construction, and risk management are all critical to our long-term investment success.
Our Vision
EGA seeks to provide high value-added, differentiated investment outcomes. We have structured the firm thoughtfully, methodically, and for the long-term with the right team, resources, and alignment with both our clients and among EGA's three principals. EGA is a specialist boutique that intentionally limits assets under management and invests in less efficient asset classes. We believe that this will give us a greater opportunity to generate superior excess returns for our clients.
Our Model
Our business model incorporates our vision. We will not be a large asset management firm offering everything to everybody or fall victim to group-think. EGA is a focused, specialized boutique that is serious about delivering sustainable alpha and improving the client experience for a select group of clients.
- Our focus is international small cap equities – an asset class that is less efficient and often overlooked, and in which we have deep experience and believe we can add the most alpha.
- We passionately protect liquidity by implementing strict capacity constraints that help us to remain nimble and to deliver sustainable alpha.
- 100% employee-owned and run by deeply experienced people. Our structure allows us to align our interests with those of our clients and to shape the organizational culture.
- Culture: Singular client focus, trust, constructive feedback, everyone carries a shovel, work life balance and giving back to the next generation of investment management professionals.
- Our decision-makers have strong and transparent relationships with our clients.
- We outsource as much business infrastructure as possible so that our team can focus on investing. Performing the basic “blocking and tackling” every day is critical to investment success.
- We offer an optional performance-based fee structure to qualified clients that rewards us only if we outperform.
Our Values
We are fiduciaries. Our clients are our partners. We treat our clients by the golden rule – as we would like to be treated – professionally, timely, candidly, and courteously. Our values shape our culture at EGA. We have built our business around the following values we believe to be true:
Experience
There is no replacing deeply experienced talent. Experience encompasses failure and learning from mistakes. It continuously shapes the investment process to help it evolve with changing markets over time. Experience is the beacon that guides investing during turbulent times.
Humility
Humility comes from experience. The longer the investment career, the more humble the portfolio manager becomes. Ironically, it is this humility that makes the portfolio manager a better investor. An investor will question assumptions more and become less emotional, as they understand that many factors are out of their control.
Optimism
Optimism is inherent in our investment philosophy. To be a successful long-only investor, one must be an optimist. One has to believe in growth— that tomorrow will be better than today.
People
In asset management, people are the most important asset. EGA nurtures its people – treats them with respect and dignity, offers them opportunities to develop, collaborates with them and challenges their intellect.
Passion
A person must be passionate about what they do. Passion is what drives and motivates us to continuously improve. Passion blurs the line between work and play, making our endeavors more enjoyable, successful, and sustainable.