Germany’s big bill: How will Germany’s recent infrastructure bill stimulate economic growth?
July 3, 2025
Germany in fiscal expansion for the next decade.
Emerging Markets Small Cap
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: Jun 30, 2025
Geographic Mix
India
23.65%
Taiwan
16.35%
Korea, Republic of
12.77%
China
10.56%
Brazil
5.27%
Poland
3.83%
Mexico
3.49%
Indonesia
2.65%
South Africa
2.48%
United Kingdom
2.31%
United States
2.29%
Philippines
2.15%
Turkey
1.98%
Saudi Arabia
1.62%
Greece
1.52%
Belgium
1.44%
Vietnam
1.23%
Malaysia
1.14%
Canada
1.12%
Thailand
1.11%
Hong Kong
1.04%
Sector Allocation
Industrials
20.08%
Consumer Discretionary
18.25%
Information Technology
16.36%
Materials
9.72%
Financials
9.29%
Consumer Staples
8.16%
Health Care
7.10%
Communication Services
5.06%
Cash
2.24%
Real Estate
1.89%
Utilities
1.37%
Energy
0.47%
Contact Us
For additional information on the Global Alpha International Small Cap Strategy please contact:
Jean-Philippe Lemay
Managing Director,
Head of Institutional Sales,
Global
Tel: +1 (438) 944-9136
Email: [email protected]
Eric Hasenauer
Senior Vice President,
Co-Head of Institutional Sales,
USA
Tel: +(917) 945-0960
Email: [email protected]
John Ricketts
Senior Vice President,
Co-Head of Institutional Sales,
USA
Tel: +1 (203) 615-4847
Email: [email protected]
Carlos Stelin
Director,
Institutional Sales,
Europe
Tel: +44 (0)203 535 8107
Email: [email protected]
Insights
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Going the extra mile: Why site visits add value for investors
June 16, 2025
Seeing is believing. A recent site visit allowed us to see just what Federal Signal was up to in order to set themselves apart in the specialized vehicle space.
Don’t discount the discounters
June 5, 2025
Competition is tight in the industry of discount grocery markets. Staying focused with product lineups and efficient with inventory can help gain a different edge over rival retailers.
Gut feelings: A strong gut microbiome for feeling good
May 29, 2025
The key to overall well-being might be in your gut, and probiotics can help.
Uncovering hidden champions
May 22, 2025
Searching emerging markets for the hidden champions with winning attributes.
A presidential game of trump: Navigating Trump’s tariffs in Mexico and Brazil
May 8, 2025
Navigating Trump’s tariffs in Latin America has been a complex challenge for global trade. What strategies have the presidents of Mexico and Brazil employed to mitigate the impact of these tariffs and maintain strong trading relationships with the United States?
Is the professional sports data-aggregation business a sure bet?
April 30, 2025
The collection and aggregation of robust data, along with innovative technology solutions, are transforming sports betting and the way that sports leagues use data insights.
A green energy update
April 24, 2025
Despite US challenges and slowdowns, the global shift towards clean energy continues to accelerate, with countries like China leading the way.
Adaptation is the new mitigation
April 16, 2025
Adaptation to climate change is increasingly becoming an investable trend as companies help communities, infrastructure and ecosystems adapt to physical climate risks.
Robots, on-shoring and tariffs: Is Optimus primed for launch?
April 10, 2025
While the latest tariffs are reshaping the global economy, humanoid robots are poised to play a pivotal role in the logistics sector.
Rethinking Indonesia: From near-term pain to long-term gains
March 27, 2025
Insights into the country’s evolving economic landscape, infrastructure investments and resilient sectors like healthcare.
Sweet spot in Japan
March 20, 2025
Japan small caps have less exposure to tariffs and are sweetly positioned to outperform large caps.
European defence spending set to explode
March 13, 2025
Europe decides to take its defence into its own hands.
Boring banks outperform the Magnificent 7
March 6, 2025
The US tech titans of the Magnificent 7 have long held the spotlight. Meanwhile, in the wings, “boring” European banks have been quietly outperforming.
This is the whey
February 27, 2025
A dairy company pivots to making whey protein as there’s growth opportunity in the sports nutrition market.
For additional information on Global Alpha Capital Management Ltd., please contact:
Jean-Philippe Lemay
Managing Director,
Head of Institutional Sales,
Global
Eric Hasenauer
Senior Vice President,
Co-Head of Institutional Sales,
USA
John Ricketts
Senior Vice President,
Co-Head of Institutional Sales,
USA
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