Investing with Global Alpha

We are uniquely focused on constructing the best global, international, and emerging markets small cap portfolios that we can possibly deliver for clients.

We understand that investors want portfolio managers who are accessible and who understand their needs. We take ownership and personal responsibility for your portfolio, taking the time to understand your needs and ensuring we’re available to answer
your questions.

As a client of Global Alpha you will receive:

 

MONTHLY PORTFOLIO VALUATIONS

Detailing the country and sector weightings, stock holdings, transactions and cash statements.

SEMI-ANNUAL

Commission disclosure reports
(available on request).

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ANNUAL

Copies of Global Alpha’s Form ADV
(available on request).

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WEEKLY COMMENTARY

 

Offering our perspective on matters affecting positioning of our global and international small cap portfolios.

QUARTERLY COMPREHENSIVE REPORT

 

Which includes a market review, current views, future investment strategy, and an explanation
of major changes to the portfolio and performance returns, attribution analysis and a proxy
voting summary.

To find out more about becoming a client of
Global Alpha please contact:

Brent Wilkins.

Brent Wilkins

Senior Vice President,
Head of Institutional Sales,
Canada

Tel: +(416) 364-5396

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Eric Hasenauer.

Eric Hasenauer

Senior Vice President,
Co-Head of Institutional Sales,
USA

Tel: +(917) 945-0960

Download V-Card

Insights
A group of business people in discussions at a corporate office.

Unlocking value in Japan

November 28, 2024 | Global Alpha Capital Management

Increasing shareholder activism is changing Japan’s approach to corporate governance and unlocking value.

Read More
Young Asian woman washing her face using skincare products.

The rise of J-beauty

October 24, 2024 | Global Alpha Capital Management

Japanese skin care and cosmetics are a top choice in today’s clean beauty trends, driving global expansion.

Read More

For additional information on Global Alpha Capital Management Ltd., please contact:

Brent Wilkins.

Brent Wilkins

Senior Vice President,
Head of Institutional Sales,
Canada

 Tel: (416) 364-5396
Eric Hasenauer.

Eric Hasenauer

Senior Vice President,
Co-Head of Institutional Sales,
USA

 Tel: (917) 945-0960

John Ricketts

Senior Vice President,
Co-Head of Institutional Sales,
USA

 Tel: 1 (203) 615-4847
Carlos Stelin.

Carlos Stelin

Director,
Institutional Sales,
Europe

 Tel: 44 (0)203 535 8107
Photo of Yashu Joshi

Yashu Joshi

Product Specialist

 Tel: 1 (514) 287- 3278

Please take the time to carefully read the following as it contains important information regarding certain restrictions imposed by statute and the applicable securities regulatory authorities on the distribution of information through this website.

Material presented on this website should be considered for background information only and should not be construed as investment or financial advice. Further, information on this website should not be construed as an offer or solicitation by the Connor, Clark & Lunn group of companies to provide investment management services or to buy or sell any products.

The Global Alpha Capital Mangement Ltd (Global Alpha) website may contain hyperlinks to websites operated by parties other than Global Alpha. Such hyperlinks are provided for your reference only. Global Alpha does not control such websites and is not responsible for their contents. The inclusion by Global Alpha of hyperlinks to other websites does not imply any approval or endorsement of the material on such websites or any association with their operators.

The Connor, Clark & Lunn group of companies includes a number of entities that may be registered as investment advisers, investment fund managers and exempt market dealers in various provinces and territories of Canada. A number of entities are also registered with the Unites States Securities and Exchange Commission as advisers in that country and the Connor, Clark & Lunn group of companies also includes a number of investment advisers and fund managers that are authorized and regulated by the Financial Conduct Authority in the United Kingdom. The information provided on this website regarding each entity is directed solely towards qualified investors in jurisdictions where the appropriate entity is registered. Services offered by any of the entities in the Connor, Clark & Lunn group of companies are offered solely to qualified residents of the jurisdictions where the entities are qualified to do business.

Certain securities regulations prohibit the publication of specific registration information about the registered entities in the Connor, Clark & Lunn group of companies. For more information, please contact the Connor, Clark & Lunn Compliance Department at [email protected] or 604-685-2020.

Global Alpha Capital Management Ltd.
December 20th, 2021

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