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Global Small Cap
Strategy

  • Objective

  • Added Value: MSCI World Small Cap Index (Net) +3% per year
    over a full market cycle

  • Tracking 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

Geographic Mix

United States
48.31%
Japan
11.74%
United Kingdom
8.33%
Canada
6.40%
Hong Kong
5.24%
France
3.76%
Australia
3.57%
Spain
3.05%
Singapore
2.88%
Norway
1.96%
Germany
1.95%
Sweden
1.43%
Denmark
1.08%
Switzerland
0.30%

Sector Allocation

Industrials
19.82%
Consumer Discretionary
14.65%
Health Care
11.96%
Financials
11.74%
Information Technology
8.66%
Real Estate
8.26%
Materials
7.34%
Consumer Staples
5.81%
Communication Services
5.20%
Utilities
3.95%
Energy
2.33%
Cash
0.29%

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,
Co-Head of Institutional Sales,
USA

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John Ricketts

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

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Carlos Stelin.

Carlos Stelin

Director,
Institutional Sales,
Europe

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Insights