Overview
Firm Description
Axiom Investors LLC (“Axiom”) was formed on September 1, 1998, as an independent investment
advisor by Andrew Jacobson. From its origins in 1998 as an investment advisor specializing in
managing international equity portfolios, Axiom Investors has evolved into the global investment
management firm it is today. Axiom manages international, global, small cap, and emerging market
equities on behalf of our global institutional clients. Axiom has been 100% employee-owned and
has been registered as an investment advisor with United States Securities and Exchange
Commission (the “SEC”) since inception. Axiom is the operating subsidiary of Axiom Investors,
L.P., the principal owner of which is Andrew Jacobson. Axiom conducts its business as “Axiom
Investors”.
Axiom seeks to consistently provide top-tier investment performance by implementing a common
investment philosophy and process consistently across all strategies while monitoring its growth
levels to ensure that Axiom meets its objectives. Axiom seeks to build long-term client partnerships
with sophisticated investors around the world. Our client base is primarily institutional and includes
pension plans, government entities, financial institutions, endowments and foundations.
Axiom provides discretionary investment
advice to clients and investors through (i) institutional
separate accounts, (ii) collective investment vehicles sponsored by Axiom (the “Funds”), (iii)
model/unified managed accounts (UMAs), (iv) sub-advised registered mutual funds and (v) one or
more UCITS funds for Non-U.S. investors (collectively “Clients”). As of February 29, 2024, net
assets under management approximated $21.4 billion United States dollars. All assets are
managed on a discretionary basis.
Axiom specializes in equity related strategies. These equity related strategies include international
equity, global equity, emerging markets equity, international small/micro-cap equity, international
small cap equity, global small cap equity, global small/micro-cap equity, U.S. small cap equity,
emerging markets world equity, and concentrated global growth equity.
The investments of each Fund are managed in accordance with their stated investment objectives
and strategies and are not tailored to any particular investor in the Funds. The investments for each
separate account are managed in accordance with a Client’s investment objectives and various
restrictions and limitations, including restrictions on investing in certain securities or types of
securities, as negotiated with or provided by such Client or its representatives.