Adaptation is the new mitigation
April 17, 2025 | Global Alpha Capital Management
Adaptation to climate change is increasingly becoming an investable trend as companies help communities, infrastructure and ecosystems adapt to physical climate risks.
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]
Insights
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Robots, on-shoring and tariffs: Is Optimus primed for launch?
April 10, 2025 | Global Alpha Capital Management
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 | Global Alpha Capital Management
Insights into the country’s evolving economic landscape, infrastructure investments and resilient sectors like healthcare.
Sweet spot in Japan
March 20, 2025 | Global Alpha Capital Management
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 | Global Alpha Capital Management
Europe decides to take its defence into its own hands.
Boring banks outperform the Magnificent 7
March 6, 2025 | Global Alpha Capital Management
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 | Global Alpha Capital Management
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 | Global Alpha Capital Management
Coffee innovation and consumer trends are brewing market growth.
Enter the ascending dragon
February 12, 2025 | Global Alpha Capital Management
On the verge of being upgraded to an emerging market, Vietnam is poised to become ASEAN’s newest growth engine.
Why travel offers resiliency amid a tough consumer spending outlook
February 6, 2025 | Global Alpha Capital Management
Consumers may have less disposable income, but that’s not stopping them from choosing to spend on travel.
Brazil’s growth, challenges and opportunities
January 30, 2025 | Global Alpha Capital Management
A look at Brazil’s economic performance and inflation dynamics, and an exploration of potential opportunities for 2025.
Entrepreneurship: Silicon Valley vs. Stockholm
January 23, 2025 | Global Alpha Capital Management
Sweden’s vibrant venture capital market drives its economy by encouraging innovations from entrepreneurs.
Five ESG trends for the new year
January 16, 2025 | Global Alpha Capital Management
Stepping into 2025, the investment landscape is set for transformative shifts. We’ve highlighted five key ESG trends that we feel are going to shape the year ahead.
2024 wrap up and 2025 outlook: The year in charts
December 19, 2024 | Global Alpha Capital Management
As the year draws to a close, we take a look back at what’s happened in the small cap space, and what opportunities to watch for in 2025.
Global tariff opportunities
December 12, 2024 | Global Alpha Capital Management
Tariffs, trading and the global economy: what the lifting of sanctions means for Australia.
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.
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