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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

Taiwan
23.41%
India
21.08%
Korea, Republic of
13.91%
Brazil
6.91%
Indonesia
6.78%
China
6.65%
Mexico
5.03%
Hong Kong
3.24%
Thailand
3.03%
Chile
3.02%
Philippines
2.03%
South Africa
1.53%
Canada
1.38%
Greece
1.23%
Saudi Arabia
0.77%
Russian Federation
0.00%

Sector Allocation

Consumer Discretionary
18.08%
Information Technology
16.27%
Financials
14.16%
Industrials
12.06%
Materials
9.06%
Health Care
8.22%
Consumer Staples
7.36%
Real Estate
7.04%
Communication Services
2.57%
Utilities
2.35%
Cash
1.48%
Energy
1.35%

 

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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Carlos Stelin.

Carlos Stelin

Director,
Institutional Sales,
Europe

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