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

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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

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  • 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

    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.

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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.

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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.

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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.

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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.

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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

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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 17th, 2021

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