À propos de nous

Gestion d’actifs Global Alpha Ltée (Global Alpha) est une société de gestion de portefeuilles indépendante d’intérêt privé, qui a pour mission exclusive la gestion de stratégies constituées d’actions mondiales, internationales et des marchés émergents à petite capitalisation.

Global Alpha fait partie du Groupe financier Connor, Clark & Lunn (Groupe financier CC&L), une société de gestion de placements dotée d’une structure multientreprise, dont les sociétés affiliées gèrent collectivement un actif financier d'environ 98 milliards de dollars. Grâce au soutien à grande échelle que nous apporte le Groupe financier CC&L dans les aspects autres que la gestion de placements, nous pouvons nous consacrer exclusivement à la construction des meilleurs portefeuilles possibles de petites capitalisations mondiales et internationales pour les clients.

Consultez le site Web du GFCC&L

Perspectives

Time to visit Japan

décembre 1, 2022 | Gestion d’actifs Global Alpha Ltée

We examine factors contributing to Japan’s projected growth in the coming year.

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Image of human hand pointing at touchscreen with business document.

It’s all marketing

novembre 24, 2022 | Gestion d’actifs Global Alpha Ltée

We discuss the importance of market research and the overall marketing expenditures in a context of an economic slowdown.

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Stock market in Manhattan by Wall Street.

Small cap is back: 7 reasons to buy small caps in a recession

novembre 17, 2022 | Gestion d’actifs Global Alpha Ltée

We discuss historical performance of small caps in the 1970s, and why now is the time to increase exposure to small cap.

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Financial district of London and the Tower Bridge.

Keep calm and carry on

novembre 10, 2022 | Gestion d’actifs Global Alpha Ltée

We discuss recent events in the UK and impacts on the markets.

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Are Semiconductors the new oil?

novembre 3, 2022 | Gestion d’actifs Global Alpha Ltée

We look at recent changes affecting the semiconductor industry, chip exports and wafer fabrication.

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What goes up must come down or find its ground

octobre 27, 2022 | Gestion d’actifs Global Alpha Ltée

We highlight one commodity set to benefit from its role as the critical metal of the energy transition.

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Big crowd of people gathered together in one place (top view).

Demography & Destiny

octobre 20, 2022 | Gestion d’actifs Global Alpha Ltée

We discuss the influence demographics has on everything from politics to sociology to economic growth, and highlight two emerging market giants – China and India.

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Lake Pichola with City Palace view in Udaipur, Rajasthan, India.

India: Our EM Queen

octobre 13, 2022 | Gestion d’actifs Global Alpha Ltée

India has been our best market for our Emerging Markets Small Cap Portfolio year-to-date and since inception. In this week’s commentary, we explore the main reasons for this outperformance and provide two stock [...]

Large boardroom with a view and empty chairs.

Corporate succession planning

octobre 6, 2022 | Gestion d’actifs Global Alpha Ltée

We discuss CEO and senior management turnover and transition.

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Emerging Markets Small Cap Strategy Quarterly Commentary – CAD

septembre 30, 2022 | Gestion d’actifs Global Alpha Ltée

Fed hikes and dollar strength continued to affect Emerging Markets. China did not contribute much by maintaining its zero Covid policy. Despite the general backdrop we do identify some strong companies and particular [...]

September 30, 2022

International Small Cap Strategy Quarterly Commentary – CAD

septembre 30, 2022 | Gestion d’actifs Global Alpha Ltée

Investors usually look forward to the summer as the markets tend to be quieter. Not this year: macro and economics news have been flowing left and right, leaving investment managers with much to digest. Global Alpha i [...]