Comments from a month in China
June 8, 2023 | Global Alpha Capital Management
Navigating China’s evolving economy: Discovering hidden opportunities amid challenges.
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
Quick Facts
Inception Date:
July 31, 2008
All data as at: Mar 31, 2023
Geographic Mix
United States
48.77%
Japan
12.51%
Canada
6.11%
United Kingdom
5.23%
Hong Kong
4.72%
France
4.58%
Australia
4.15%
Spain
3.71%
Singapore
2.96%
Norway
2.32%
Germany
2.09%
Sweden
1.71%
Denmark
1.14%
Sector Allocation
Industrials
17.84%
Consumer Discretionary
16.20%
Health Care
12.10%
Financials
11.43%
Information Technology
9.28%
Real Estate
8.50%
Materials
6.55%
Consumer Staples
5.99%
Communication Services
4.93%
Energy
3.25%
Utilities
2.89%
Cash
1.04%
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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Things are looking up
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