Emerging Markets Small Cap
Strategy

  • Objective

  • Added Value: MSCI Emerging Markets Index (net) +4%
    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
23.22%
Taiwan
20.85%
Korea, Republic of
10.94%
China
8.42%
Brazil
7.51%
Indonesia
6.36%
Mexico
5.57%
Hong Kong
3.60%
Thailand
3.49%
Chile
1.90%
Philippines
1.70%
South Africa
1.44%
Greece
1.17%
Canada
1.12%
Malaysia
1.06%
Saudi Arabia
0.89%
United Kingdom
0.75%
Russian Federation
0.00%

Sector Allocation

Consumer Discretionary
19.03%
Financials
14.00%
Information Technology
12.42%
Industrials
12.21%
Health Care
10.76%
Consumer Staples
10.24%
Real Estate
7.47%
Materials
7.41%
Utilities
2.08%
Cash
1.80%
Communication Services
1.47%
Energy
1.10%

 

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,
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