Insights from our recent trip to Poland and Turkey
May 2, 2024 | Global Alpha Capital Management
Key economic developments and investment prospects from our latest visit to these vibrant markets.
Our bottom-up fundamental approach combines with management interviews to identify companies with features such as sustainable competitive advantage, clearly defined growth strategies, and a strong balance sheet. Detailed financial analysis is conducted to determine whether a good company is also a good investment opportunity. Discounted cash flow analysis is used to identify stocks that are trading at a significant discount to intrinsic value along with the catalysts expected to drive realization to their true value.