Touchstone Emerging Markets Small Cap Fund
Sub-Advised by: Copper Rock Capital Partners LLC*

Copper Rock Capital Partners LLC

Copper Rock Capital Partners LLC provides specialized equity management for pension and profit-sharing plans, institutional investors, and mutual funds. The Boston-based firm was founded in 2005.

"Copper Rock believes that the small and mid cap markets are inefficient and therefore provide significant opportunity to generate alpha for our clients. We apply rigorous fundamental research combined with quantitative analysis in conjunction with a rigid sell discipline to identify companies with superior growth relative to their peers. We believe our ability to identify these top-performing companies before widespread investor recognition drives valuations upwards, leads to consistent levels of out-performance over time."

- Copper Rock Capital Partners LLC

Portfolio Management Team

management
Stephen Dexter

Investment Experience

  • Since 1984

Career Summary

  • Copper Rock Capital Partners LLC
  • Putnam Investments
  • Scudder Kemper Investments
  • Kemper Financial Services
  • Sears Investment Management

Education

  • MBA - University of Wisconsin
  • BA - University of Wisconsin
management
H. David Shea, CFA

Investment Experience

  • Since 1989

Career Summary

  • Copper Rock Capital Partners LLC
  • Putnam Investments
  • Citigroup Asset Management
  • Independence Investment Associates
  • Boston International Advisors Inc
  • MFS Investment Management

Education

  • BA - Tufts University 

Funds Managed by Copper Rock Capital Partners LLC

*Effective April 19, 2016, Copper Rock was appointed sub-advisor to the Touchstone Emerging Markets Equity Fund. Concurrent with this change, the Fund was renamed the Touchstone Emerging Markets Small Cap Fund and its Principal Investment Strategies, Principal Risks, and benchmark index have changed to reflect those of Touchstone Emerging Markets Small Cap Fund’s investment strategy.