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
52.64%
Japan
9.54%
United Kingdom
7.36%
Canada
7.10%
Hong Kong
5.05%
France
3.37%
Singapore
2.77%
Spain
2.65%
Australia
2.13%
Sweden
1.94%
Germany
1.70%
Norway
1.26%
Denmark
0.83%
Switzerland
0.59%
Italy
0.56%
Israel
0.52%

Sector Allocation

Industrials
18.87%
Health Care
13.20%
Consumer Discretionary
13.05%
Financials
11.60%
Real Estate
9.03%
Information Technology
8.96%
Consumer Staples
6.85%
Materials
5.68%
Communication Services
4.99%
Utilities
4.77%
Energy
2.34%
Cash
0.66%

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,
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