Emerging Markets Small Cap
Strategy

  • Objective

  • Added Value: MSCI Emerging Markets 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
23.77%
Taiwan
20.36%
Korea, Republic of
11.57%
Brazil
7.36%
Indonesia
7.01%
Mexico
5.63%
China
4.43%
Hong Kong
2.93%
Poland
2.48%
Thailand
2.39%
Chile
2.08%
Canada
1.60%
Netherlands
1.58%
South Africa
1.52%
Greece
1.13%
Philippines
0.79%
Malaysia
0.74%
United Kingdom
0.67%
United States
0.66%
Saudi Arabia
0.66%
Turkey
0.62%
Russian Federation
0.00%

Sector Allocation

Consumer Discretionary
19.37%
Information Technology
15.40%
Industrials
13.45%
Health Care
11.92%
Financials
11.08%
Materials
9.59%
Real Estate
7.28%
Consumer Staples
5.98%
Utilities
2.48%
Cash
2.03%
Energy
0.90%
Communication Services
0.52%

 

Contact Us

 

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

Brent Wilkins.

Brent Wilkins

Senior Vice President,
Head of Institutional Sales,
Canada

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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