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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

     

Quick Facts

Inception Date:
July 30, 2021

Geographic Mix

India
20.82%
Taiwan
19.78%
Korea, Republic of
13.28%
China
7.85%
Indonesia
7.11%
Mexico
6.42%
Brazil
5.81%
Thailand
3.46%
Hong Kong
3.05%
Chile
2.86%
Philippines
1.94%
United Kingdom
1.94%
Greece
1.32%
South Africa
1.27%
Saudi Arabia
1.09%
Malaysia
1.00%
Canada
1.00%
Russian Federation
0.00%

Sector Allocation

Consumer Discretionary
20.54%
Information Technology
14.36%
Financials
12.92%
Health Care
11.35%
Industrials
10.03%
Consumer Staples
9.96%
Materials
7.92%
Real Estate
6.96%
Utilities
2.70%
Communication Services
1.34%
Energy
0.99%
Cash
0.93%

 

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