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
23.92%
Taiwan
18.25%
Korea, Republic of
13.03%
Brazil
9.66%
Mexico
5.66%
Indonesia
5.09%
China
4.76%
Poland
2.80%
South Africa
2.06%
Turkey
1.97%
Netherlands
1.92%
United Kingdom
1.85%
Saudi Arabia
1.78%
Canada
1.73%
Hong Kong
1.67%
Philippines
0.91%
Thailand
0.86%
Greece
0.77%
United States
0.69%
Malaysia
0.63%
Russian Federation
0.00%

Sector Allocation

Information Technology
17.93%
Consumer Discretionary
16.83%
Industrials
13.28%
Financials
11.98%
Health Care
10.79%
Materials
9.98%
Consumer Staples
8.88%
Real Estate
5.12%
Utilities
2.43%
Communication Services
1.28%
Energy
1.04%
Cash
0.46%

 

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

Global Alpha Capital Management Ltd.
December 20th, 2021