From sea to shore: Vessel engines enter the AI infrastructure race
June 4, 2026
As speed-to-power becomes increasingly important to the rapid growth of AI and data centres, developers are turning to alternative solutions.
Global Focus
We focus solely on building concentrated global, international, and emerging markets small cap portfolios.
Fundamental
Research
We conduct independent fundamental research to identify attractive investment opportunities in companies whose growth is unrecognized by the marketplace. We dedicate time to travel to each region and visit the companies we consider as attractive investment opportunities.
Investment
Themes
Our unique approach focuses on investment themes influencing world economies as opposed to geographic regions and industry sectors to determine the strategic direction of the portfolio. We aim to understand the thematic relevance to global investments and generate consistent returns for our clients over a long-term investment horizon, within a risk controlled low turnover approach.
Insights
Read More
Necessity, the mother of invention
May 21, 2026
China’s semiconductor ambitions are becoming an increasingly important part of the global investment story.
Narrow strength, rising risk
May 7, 2026
Earnings are proving resilient – but leadership is narrowing, and macro risks are rising.
Infrastructure investment: The tools, materials and makers powering civil works
April 23, 2026
Infrastructure spending is accelerating and the most durable opportunities often sit in civil works and maintenance.
Sedimentary, my dear Watson: Lime and limestone applications across industries
April 9, 2026
Lime and limestone uses are often overlooked, but they actually sit at the centre of Europe’s industrial system.
From renewable buildout to grid integration: What Europe needs to support its energy transition
March 26, 2026
A look at the “picks-and-shovels” layer of the energy transition: the cable and grid systems required to deliver, scale and monetize renewable electricity in Europe.
Sleep on this: From better rest to better returns
March 12, 2026
As spending shifts toward wellness, travel and lifestyle balance, the growing sleep economy is emerging as a compelling long‑term investment theme.
Japan: A tech paradox
February 26, 2026
Accelerated by the pandemic, Japan’s shift from legacy systems to cloud-based solutions highlights opportunities and challenges within the country’s IT landscape.
Capstone Copper: Positioned to benefit from a structurally tight copper market
February 12, 2026
Copper markets are entering a structurally tight phase while Chile’s evolving policy backdrop is improving the outlook for long-life, capital-intensive mining assets.
Five reasons European retail brokerages keep outperforming
January 29, 2026
Retail investors have reshaped markets, and European brokerages have been among the biggest beneficiaries.
Five ESG trends for 2026
January 15, 2026
Despite some recent pushbacks, ESG is here to stay and remains a critical lens for identifying material risks and long-term value in a changing world. Here are five key ESG trends shaping 2026.
2026: The year quality starts to matter again
December 18, 2025
Farewell 2025 tech bubble, hello quality-focused reset in 2026.
Addressing the myopia pandemic
December 11, 2025
Myopia rates are surging worldwide, especially among children and teens, but industry leaders are innovating solutions to improve access to vision correction worldwide.
Time to take out the trash – Why high ROE matters in the long run
December 4, 2025
Time and again, numbers show that high ROE stocks consistently outperform their lower-quality counterparts, even when speculative surges dominate for short periods.
Testing matters: Ensuring semiconductors can withstand the pressures of AI
November 27, 2025
As AI accelerates the complexity and value of semiconductors, robust testing has become essential for reliability and performance.
For additional information on Global Alpha Capital Management Ltd., please contact:
Jean-Philippe Lemay
Managing Director,
Head of Institutional Sales,
Global
Eric Hasenauer
Senior Vice President,
Co-Head of Institutional Sales,
USA
John Ricketts
Senior Vice President,
Co-Head of Institutional Sales,
USA
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Global Alpha Capital Management Ltd.
December 20, 2021