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.
Global Small Cap
Objective
Added Value: MSCI World Small Cap Index (Net) +3% per year
over a full market cycleTracking Error: 3% – 6% per year over a full market cycle
Portfolio Turnover: 20% – 40% 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 31, 2008
All data as at: Mar 31, 2025
Geographic Mix
United States
49.56%
Japan
14.67%
Canada
8.02%
United Kingdom
7.51%
Spain
4.86%
Sweden
3.88%
Hong Kong
3.68%
Norway
2.33%
Singapore
1.79%
Australia
1.78%
Germany
0.91%
France
0.69%
Israel
0.32%
Sector Allocation
Industrials
22.42%
Health Care
12.99%
Financials
11.89%
Consumer Discretionary
10.93%
Information Technology
8.48%
Real Estate
8.47%
Consumer Staples
7.87%
Materials
5.46%
Communication Services
3.69%
Energy
3.20%
Utilities
3.05%
Cash
1.53%
Contact Us
For additional information on the Global Alpha International Small Cap Strategy please contact:
Brent Wilkins
Senior Vice President,
Head of Institutional Sales,
Canada
Tel: +(416) 364-5396
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]
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Adaptation is the new mitigation
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Robots, on-shoring and tariffs: Is Optimus primed for launch?
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Rethinking Indonesia: From near-term pain to long-term gains
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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 25, 2025
A dairy company pivots to making whey protein as there’s growth opportunity in the sports nutrition market.
Brewing success in the coffee market
February 20, 2025
Coffee innovation and consumer trends are brewing market growth.
Enter the ascending dragon
February 12, 2025
On the verge of being upgraded to an emerging market, Vietnam is poised to become ASEAN’s newest growth engine.
For additional information on Global Alpha Capital Management Ltd., please contact:
Brent Wilkins
Senior Vice President,
Head of Institutional Sales,
Canada
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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Material presented on this website should be considered for background information only and should not be construed as investment or financial advice. Further, information on this website should not be construed as an offer or solicitation by the Connor, Clark & Lunn group of companies to provide investment management services or to buy or sell any products.
The Global Alpha Capital Mangement Ltd (Global Alpha) website may contain hyperlinks to websites operated by parties other than Global Alpha. Such hyperlinks are provided for your reference only. Global Alpha does not control such websites and is not responsible for their contents. The inclusion by Global Alpha of hyperlinks to other websites does not imply any approval or endorsement of the material on such websites or any association with their operators.
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