Robots, on-shoring and tariffs: Is Optimus primed for launch?
April 10, 2025 | Global Alpha Capital Management
While the latest tariffs are reshaping the global economy, humanoid robots are poised to play a pivotal role in the logistics sector.
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
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
Investment process
Research Prioritization of 11,000 names
Engage with companies, including around 1,000
management meetings per yearAnalyze 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
Focus on adding value from security selection and minimizing factor risk
GLOBAL
SMALL CAP
A concentrated portfolio of global small capitalization stocks employing a fundamental approach to identify companies with unrecognized and accelerating earnings growth potential.
INTERNATIONAL
SMALL CAP
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.
EMERGING MARKETS SMALL CAP
A concentrated portfolio of emerging markets small capitalization stocks employing a fundamental approach to identify companies with unrecognized and accelerating earnings growth potential.
SUSTAINABLE GLOBAL
SMALL CAP
A concentrated portfolio of global small capitalization stocks employing a fundamental approach to identify companies that can deliver both long-term capital appreciation and contribute to positive environmental and social outcomes.
Insights
Read More
Rethinking Indonesia: From near-term pain to long-term gains
March 27, 2025 | Global Alpha Capital Management
Insights into the country’s evolving economic landscape, infrastructure investments and resilient sectors like healthcare.
Sweet spot in Japan
March 20, 2025 | Global Alpha Capital Management
Japan small caps have less exposure to tariffs and are sweetly positioned to outperform large caps.
European defence spending set to explode
March 13, 2025 | Global Alpha Capital Management
Europe decides to take its defence into its own hands.
Boring banks outperform the Magnificent 7
March 6, 2025 | Global Alpha Capital Management
The US tech titans of the Magnificent 7 have long held the spotlight. Meanwhile, in the wings, “boring” European banks have been quietly outperforming.
This is the whey
February 25, 2025 | Global Alpha Capital Management
A dairy company pivots to making whey protein as there’s growth opportunity in the sports nutrition market.
Brewing success in the coffee market
February 20, 2025 | Global Alpha Capital Management
Coffee innovation and consumer trends are brewing market growth.
Enter the ascending dragon
February 12, 2025 | Global Alpha Capital Management
On the verge of being upgraded to an emerging market, Vietnam is poised to become ASEAN’s newest growth engine.
Why travel offers resiliency amid a tough consumer spending outlook
February 6, 2025 | Global Alpha Capital Management
Consumers may have less disposable income, but that’s not stopping them from choosing to spend on travel.
Brazil’s growth, challenges and opportunities
January 30, 2025 | Global Alpha Capital Management
A look at Brazil’s economic performance and inflation dynamics, and an exploration of potential opportunities for 2025.
Entrepreneurship: Silicon Valley vs. Stockholm
January 23, 2025 | Global Alpha Capital Management
Sweden’s vibrant venture capital market drives its economy by encouraging innovations from entrepreneurs.
Five ESG trends for the new year
January 16, 2025 | Global Alpha Capital Management
Stepping into 2025, the investment landscape is set for transformative shifts. We’ve highlighted five key ESG trends that we feel are going to shape the year ahead.
2024 wrap up and 2025 outlook: The year in charts
December 19, 2024 | Global Alpha Capital Management
As the year draws to a close, we take a look back at what’s happened in the small cap space, and what opportunities to watch for in 2025.
Global tariff opportunities
December 12, 2024 | Global Alpha Capital Management
Tariffs, trading and the global economy: what the lifting of sanctions means for Australia.
![Hyundai Heavy Industries dockyard in Ulsan [HYUNDAI HEAVY INDUSTRIES].](https://globalalphacapital.cclgroup.com/wp-content/uploads/2024/12/GACM_COMM_2024-12-05_Thumbnail.jpg)
K-series part 1: Shipbuilding in LNG carriers and dual-fuel vessels
December 5, 2024 | Global Alpha Capital Management
K-shipbuilding is a theme gaining traction amongst local asset managers.
For additional information on Global Alpha Capital Management Ltd., please contact:
Brent Wilkins
Senior Vice President,
Head of Institutional Sales,
Canada
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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