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

Taiwan
21.04%
India
18.72%
Korea, Republic of
14.73%
China
7.97%
Indonesia
7.57%
Mexico
6.50%
Brazil
5.09%
Thailand
3.19%
United Kingdom
2.45%
Chile
2.37%
Hong Kong
2.29%
Greece
1.56%
Saudi Arabia
1.30%
Poland
1.27%
Canada
1.19%
South Africa
1.10%
Malaysia
0.90%
Turkey
0.76%
Russian Federation
0.00%

Sector Allocation

Consumer Discretionary
21.42%
Information Technology
13.72%
Health Care
12.70%
Financials
11.79%
Industrials
11.40%
Materials
9.77%
Consumer Staples
7.12%
Real Estate
5.89%
Utilities
2.79%
Communication Services
1.85%
Energy
1.19%
Cash
0.38%

 

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

Download V-Card

Eric Hasenauer.

Eric Hasenauer

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

Download V-Card

John Ricketts

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

Download V-Card

Carlos Stelin.

Carlos Stelin

Director,
Institutional Sales,
Europe

Download V-Card

Insights