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

All data as at: Sep 30, 2024

Geographic Mix

India
22.89%
Taiwan
20.74%
Korea, Republic of
9.92%
China
7.60%
Brazil
5.95%
Indonesia
4.28%
Hong Kong
3.30%
Mexico
3.04%
Poland
3.00%
South Africa
2.71%
United States
2.31%
Turkey
2.20%
Saudi Arabia
2.05%
United Kingdom
1.99%
Canada
1.98%
Malaysia
1.47%
Vietnam
1.39%
Philippines
1.17%
Greece
1.14%
Thailand
0.90%
Russian Federation
0.00%

Sector Allocation

Consumer Discretionary
19.13%
Information Technology
17.61%
Industrials
15.67%
Consumer Staples
12.54%
Materials
8.61%
Financials
8.50%
Health Care
8.07%
Utilities
3.35%
Real Estate
2.12%
Communication Services
1.95%
Cash
1.84%
Energy
0.61%

 

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

Tel: +(416) 364-5396

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Eric Hasenauer.

Eric Hasenauer

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

Tel: +(917) 945-0960

Download V-Card

John Ricketts

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

Tel: +1 (203) 615-4847

Download V-Card

Carlos Stelin.

Carlos Stelin

Director,
Institutional Sales,
Europe

Tel: +44 (0)203 535 8107

Download V-Card

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For additional information on Global Alpha Capital Management Ltd., please contact:

Brent Wilkins.

Brent Wilkins

Senior Vice President,
Head of Institutional Sales,
Canada

 Tel: (416) 364-5396
Eric Hasenauer.

Eric Hasenauer

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

 Tel: (917) 945-0960

John Ricketts

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

 Tel: 1 (203) 615-4847
Carlos Stelin.

Carlos Stelin

Director,
Institutional Sales,
Europe

 Tel: 44 (0)203 535 8107
Photo of Yashu Joshi

Yashu Joshi

Product Specialist

 Tel: 1 (514) 287- 3278

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Global Alpha Capital Management Ltd.
December 20th, 2021

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