Global Alpha logo.

Our strategies

Small capitalization companies

A concentrated portfolio of global, international, and emerging markets small
capitalization stocks employing a fundamental approach to identify companies
with unrecognized and accelerating earnings growth potential.

Highlights

Small Cap Specialist: Exclusively focused on the small cap market

Experienced and Stable Team: Seasoned partners with proven investment results

Rigorous Research: Detailed fundamental research supported by management meetings and secular themes

Robust Portfolio Construction: High conviction portfolios driven by security selection and designed to mitigate factor risks

http://Worker%20inspecting%20inventory; http://Person%20looking%20into%20microscope%20in%20lab.

Philosophy

Earnings growth per share drives stock prices

Secular growth themes support outperformance

Identify good companies with unrecognized growth potential

Long-term investment horizon for value realization

http://A%20worker%20walking%20wearing%20safety%20clothing.
  • Investment process

  • Research Prioritization of 11,000 names

    Engage with companies, including around 1,000
    management meetings per year

    Analyze the universe based on capitalization and quality metrics

  • Fundamental Research

    Rigorous bottom-up analysis on 250-300 names

    Seek undiscovered value in companies with strong earnings growth

    Forecast intrinsic value using a range of valuation tools

  • Investment Themes

    Find companies expected to benefit from secular growth themes

  • Environment, Social & Governance

    ESG factors integrated into investment analysis

    Utilize proprietary scoring system designed for the small-cap universe

  • Portfolio Construction & Risk Management

    Build high conviction portfolios of 50-70 stocks

    Focus on adding value from security selection and minimizing factor risk

     

 

Global Small Cap Strategy

A concentrated portfolio of global small capitalization stocks employing a fundamental approach to identify companies with unrecognized and accelerating earnings growth potential.

Read More

 

International Small Cap Strategy

A concentrated portfolio of non-North American developed countries (EAFE) small capitalization stocks employing a fundamental approach to identify companies with unrecognized and accelerating earnings growth potential.

Read More

 

Emerging Small Cap Strategy

A concentrated portfolio of emerging markets small capitalization stocks employing a fundamental approach to identify companies with unrecognized and accelerating earnings growth potential.

Read More

Insights