Emerging Markets Small Cap
Strategy

  • Objective

  • Added Value: MSCI Emerging Markets Small Cap Index (net) +3% per year over a full market cycle

  • Tracking Error: 4% – 8% per year over a full market cycle

  • Portfolio Turnover: 30% – 50% of names per year

  • The strategy’s objectives are targets only. The strategy’s added value or tracking error objectives may be based, in part, on the historical performance and the volatility of the strategy. Added value objectives are hypothetical and are neither a guarantee nor a prediction or projection of any future performance and are not to be relied upon as such. Actual performance may differ materially, including due to market or economic factors, portfolio management decisions or other reasons.

Quick Facts

Inception Date:
July 30, 2021

Geographic Mix

India
23.65%
Taiwan
16.35%
Korea, Republic of
12.77%
China
10.56%
Brazil
5.27%
Poland
3.83%
Mexico
3.49%
Indonesia
2.65%
South Africa
2.48%
United Kingdom
2.31%
United States
2.29%
Philippines
2.15%
Turkey
1.98%
Saudi Arabia
1.62%
Greece
1.52%
Belgium
1.44%
Vietnam
1.23%
Malaysia
1.14%
Canada
1.12%
Thailand
1.11%
Hong Kong
1.04%

Sector Allocation

Industrials
20.08%
Consumer Discretionary
18.25%
Information Technology
16.36%
Materials
9.72%
Financials
9.29%
Consumer Staples
8.16%
Health Care
7.10%
Communication Services
5.06%
Cash
2.24%
Real Estate
1.89%
Utilities
1.37%
Energy
0.47%

 

Contact Us

 

For additional information on the Global Alpha International Small Cap Strategy please contact:

CCCLFG_photo of Jean-Philippe-Lemay_504x504_02

Jean-Philippe Lemay

Managing Director,
Head of Institutional Sales,
Global

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Eric Hasenauer.

Eric Hasenauer

Senior Vice President,
Co-Head of Institutional Sales,
USA

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John Ricketts

Senior Vice President,
Co-Head of Institutional Sales,
USA

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Carlos Stelin.

Carlos Stelin

Director,
Institutional Sales,
Europe

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Insights