Comments from a month in China
June 8, 2023 | Global Alpha Capital Management
Navigating China’s evolving economy: Discovering hidden opportunities amid challenges.
Emerging Markets Small Cap
Objective
Added Value: MSCI Emerging Markets Index (net) +3%
per year over a full market cycleTracking Error: 4% – 8% per year over a full market cycle
Portfolio Turnover: 30% – 50% of names per year
Quick Facts
Inception Date:
July 30, 2021
All data as at: Mar 31, 2023
Geographic Mix
Taiwan
21.04%
India
18.72%
Korea, Republic of
14.73%
China
7.97%
Indonesia
7.57%
Mexico
6.50%
Brazil
5.09%
Thailand
3.19%
United Kingdom
2.45%
Chile
2.37%
Hong Kong
2.29%
Greece
1.56%
Saudi Arabia
1.30%
Poland
1.27%
Canada
1.19%
South Africa
1.10%
Malaysia
0.90%
Turkey
0.76%
Russian Federation
0.00%
Sector Allocation
Consumer Discretionary
21.42%
Information Technology
13.72%
Health Care
12.70%
Financials
11.79%
Industrials
11.40%
Materials
9.77%
Consumer Staples
7.12%
Real Estate
5.89%
Utilities
2.79%
Communication Services
1.85%
Energy
1.19%
Cash
0.38%
Contact Us
For additional information on the Global Alpha International Small Cap Strategy please contact:
Brent Wilkins
Senior Vice President,
Head of Institutional Sales,
Canada
Tel: +(416) 364-5396
Email: [email protected]
Eric Hasenauer
Senior Vice President,
Co-Head of Institutional Sales,
USA
Tel: +(917) 945-0960
Email: [email protected]
John Ricketts
Senior Vice President,
Co-Head of Institutional Sales,
USA
Tel: +1 (203) 615-4847
Email: [email protected]
Carlos Stelin
Director,
Institutional Sales,
Europe
Tel: +44 (0)203 535 8107
Email: [email protected]
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