Article from Emerging Manager Monthly, July 2025 Edition
Metis Global Partners has entered into a strategic partnership with Wilshire Indexes to enhance its customized beta solutions for investors.
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The Principles for Responsible Investment is the world’s leading proponent of responsible investment. It works to understand the investment implications of environmental, social and governance (ESG) factors and to support its international network of investor signatories in incorporating these factors into their investment and ownership decisions. Signatories to the PRI publicly demonstrate their commitment to the PRI’s six Principles, and report to the PRI’s Transparency Reporting framework on an annual basis.
Metis became a PRI Signatory in September 2020.
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The Intentional Endowments Network is a non-profit, peer-learning network advancing intentionally designed endowments – those that seek to enhance financial performance by making investments that advance an equitable, low carbon, and regenerative economy. Working closely with leading organizations, the network engages leaders and key stakeholders from higher education, foundations, business, and nonprofits. It provides opportunities for learning and education, peer networking, convening, thought leadership and information exchange around a variety of strategies (e.g., ESG integration, impact investing, and shareholder engagement).
Metis became a member of the IEN in June 2023,
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The Ceres Investor Network includes more than 220 institutional investors managing more than $60 trillion in assets, and works to advance sustainable investment practices, engage with corporate leaders, and advocate for key policy and regulatory solutions to accelerate the transition to a just, sustainable, net zero emissions economy.
Metis became a member of the Ceres Investor Network in June 2023. |
On Thursday, May 19, Machel Allen will be one of four speakers to lead the second annual Alpha Seeking Women Panel Event hosted by the New York Society of Security Analysts (NYSSA). NYSSA is the New York City chapter of the CFA Institute as well as a premier financial services trade group and provider of professional education.
For more information, please visit the NYSSA Alpha Seeking Females event website.
Metis has been selected as subadvisor to the ALPS Metis Global Micro Cap Mutual Fund, one of the first mutual funds to enable U.S. investors to invest in micro cap stocks worldwide. A press release from ALPS Holdings Inc. (“ALPS”) is provided at the link below. ALPS is a leading mutual fund distributor, partnering with independent asset managers as subadvisors to funds that ALPS distributes to their clients.
Metis Global Partners manages a broad range of global and international equity portfolios spanning the size spectrum from large cap through micro cap (typically under $750 million). We believe that given the liquidity of the micro cap segment, the availability of a fund vehicle may be particularly helpful for investors.
Join us in discussing current influences on global markets and behavioral investing, core elements of our investment process and ongoing research efforts. In this 3rd Quarter 2015 edition of our quarterly distribution, we investigate:
- What happened to value? Recent growth vs. value performance in the context of their historic relationship, and an observation of some of the valuation outliers it has created.
- Emerging markets, don’t panic!- A look at these often volatile, yet incredibly resilient markets, and how a number of macro events have played out through the lens of value investing.
- The Behaviorists’ Corner—In times of volatility, loss related fears can grip even the most seasoned investor and be a costly behavior. We share studies that explore and quantify the impact of loss aversion.
Finally, don’t miss the Metis Firm Update section at the end to get current on all the great things happening at the firm. As always we look forward to your thoughts and welcome new ideas.
Considerations for Integrating Global Micro-Cap Stocks into a Portfolio
Global micro-cap stocks can serve as an active component of existing equity allocations or, due to their unique characteristics, may have a role in alternatives allocations alongside potential hedge fund and private equity investments. In a continuation of “The Next Thing Could be Really Small”, the Brandes Institute and Metis Global Partners collaborate to explore several options for incorporating global micro-cap stocks into investor portfolios. Read the abstract.
We are pleased to share Metis’ 2nd Quarter 2015 newsletter. Global markets and behavioral investing are at the core of our investment process and ongoing research efforts, and we want to share our current views and research with you. In this edition we discuss:
- Global valuation dispersion (currently at levels similar to the market peak of 2000), and the potential implications it has for value investors;
- The world of international small caps- why an all-country approach to this exciting space is so important; and
- The Behaviorists’ Corner–Studies that quantify the impact of investor overreaction, and why awareness of this particular behavioral bias is key to successful value investing.
Finally, don’t miss the Metis Firm Update section at the end of the newsletter to get current on all the great things happening at Metis.
Improving Economy, Strong Dollar Put MicroCap Equities In The Spotlight
Machel Allen is quoted in the March 27, 2015 issue of Money Management Intelligence discussing why institutional investors should be looking at opportunities in the global micro-caps space and the challenges to increasing institutional awareness of this unique asset class.
Read full article here.
Machel Allen, President & CIO of Metis, addresses the misconceptions of micro-caps while building a solid case for them as a unique and attractive asset class.
We are happy to introduce our new quarterly newsletter which will feature topics including where we are finding value in global markets, strategy highlights, behavioral investing topics, and current events at Metis. In addition to these quarterly sections, be on the look-out for special topics and collaboration with our research partners and industry guests. Our goal of this newsletter is not only to keep you informed of our views and research, but also to identify new and value-add research happening at the intersection of global markets and behavioral investing.
In this inaugural newsletter issue, we review the -44% 3-month fall in oil prices in the context of history and what it potentially portends about the direction of global equity markets. The decline in oil prices has perhaps been felt deepest in Russia, a country mired by a multitude of other concerns. We observe reasons for contrarians to take interest in both developments. While difficult to endure, volatile periods like these often generate the greatest opportunities for those that can remain patient and long-term focused.
Read full newsletter here.
Metis is a proud co-sponsor of the 2015 Diverse Investor Forum ~ West, “In Search of Alpha and Best Execution”
The 2015 Diverse Investment Forum – West, “In Search of Alpha and Best Execution”, is an exclusive by-invitation only event for endowment, foundation and corporate investment professionals. In additional to Metis serving as a co-sponsor to this event, Machel Allen joined a panel of diverse managers with unique skill sets and asset class domain knowledge to discuss how their respective investment strategies are generating alpha in the current market environment. The Forum was held on March 31 at the Federal Reserve Bank of San Francisco and featured prominent speakers such as Emmett Carson, CEO, Silicon Valley Community Foundation; Joel Wittenberg, CIO, W.K. Kellogg Foundation; and George Zinn, Treasurer, Microsoft.
Emerging Manager Monthly Research Center, October 2014
Of the 20,000 stocks globally with market caps greater than $50M, 60% are micro caps. In the October 2014 issue, Emerging Manager Monthly recounts the recently released white paper in which the Brandes Institute and Metis Global Partners collaborate to explore the potential benefits of investing in global micro-cap stocks.
Machel Allen Comments on International Micro-Caps in Foundation & Endowment Money Management
The size and relative inefficiency of the international micro-cap marketplace make it a compelling bet for nonprofits according to industry experts. As outlined by the Foundation & Endowment Money Management in its October, 2014, this may, however, be an overlooked segment of global markets. President & CIO of Metis, Machel Allen, CFA, discusses with industry colleagues potential benefits, risks, and considerations investors should weigh when considering international micro cap stocks. “This is a dream universe for active, value investors…” quotes Allen.
The Next Big Thing Could Be Really Small: An Introduction to Global Micro-Cap Stocks
Global micro-cap stocks have provided greater diversification benefits and a more robust long-term value premium than small- and mid- to large-cap stocks. In this research report, the Brandes Institute and Metis Global Partners collaborate to explore the potential benefits of investing in global micro-cap stocks. Read the abstract.
Metis Global Partners created from Brandes’ Quantitative Research Team
New, Independent Firm Focuses on Global Niche Strategies
San Diego; November 4, 2013 – Brandes Investment Partners, L.P., today announced a strategic partnership with a newly created independent entity dedicated to systematic global and international equity portfolio management.
The new company, Metis Global Partners, LLC (Metis), is an independent, employee- and woman/minority-owned firm focused on niche-market small- and micro-cap offerings.