Supply chain opportunities
May 19, 2022 | Global Alpha Capital Management
We discuss the implications of supply chain disruptions and abrupt changes in market conditions, and the impact it could have on our portfolios.
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: May 20, 2022
Geographic Mix
United States
47.00%
Japan
9.53%
United Kingdom
8.14%
Canada
7.16%
Hong Kong
4.55%
France
3.63%
Spain
3.43%
Germany
2.56%
Australia
2.52%
Israel
2.19%
Norway
2.09%
Singapore
1.96%
Italy
1.81%
Sweden
1.70%
Denmark
0.92%
Switzerland
0.81%
Sector Allocation
Industrials
16.69%
Consumer Discretionary
13.92%
Financials
11.66%
Health Care
11.44%
Real Estate
10.77%
Information Technology
9.61%
Materials
6.66%
Consumer Staples
6.21%
Communication Services
5.13%
Utilities
4.49%
Energy
2.08%
Cash
1.35%
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,
Head of Institutional Sales,
USA
Tel: +(917) 945-0960
Email: [email protected]
Carlos Stelin
Director,
Institutional Sales,
Europe
Tel: +44 (0)203 535 8107
Email: [email protected]
Insights
Read More
Now hiring? Good luck with that!
May 12, 2022 | Global Alpha Capital Management
We discuss factors contributing to what some experts in the U.S. are calling the tightest labour market in 70 years.
The myth of inflation in Japan
May 5, 2022 | Global Alpha Capital Management
In this week’s commentary we discuss low inflation in Japan.
When most countries are wrestling with rising inflation, Japan is the outlier.
Consumer behavior and the service economy
April 28, 2022 | Global Alpha Capital Management
We discuss the impact higher input prices are having on household sentiment, consumer behavior, and the service economy.
Make space for the new FANG
April 21, 2022 | Global Alpha Capital Management
We discuss the old school industries giving the term FANG a new meaning.
In 2013, the investment world was introduced to the term FANG by CNBC’s Mad Money host.
Is 3 the new 2
April 14, 2022 | Global Alpha Capital Management
In this week’s commentary we predict that a 2% inflation goal in the U.S. is not achievable for many years to come.
Vive la re-election
April 7, 2022 | Global Alpha Capital Management
We discuss market reaction over the ongoing presidential election in France and provide an update on three of our French holdings.
The road to sustainable mobility
March 31, 2022 | Global Alpha Capital Management
Mobility is essential to our daily life and economic growth, yet moving people or goods from place to place has a great impact on the environment. In this week’s commentary we discuss the road to sustainable mobility.
Water we going to do
March 24, 2022 | Global Alpha Capital Management
In honour of World Water Day which took place on March 22, we discuss water scarcity and two companies we have exposure to in the water management sector.
Bank to the Future
March 17, 2022 | Global Alpha Capital Management
In this week’s commentary, we discuss the rise of digital banking in emerging markets and how our holding Banco Regional is looking to leverage opportunities in this space.
China: History doesn’t repeat itself but it often…
March 10, 2022 | Global Alpha Capital Management
Over the past year, the Chinese economy has undergone changes aimed at stabilizing the long-term sustainability of its economy.
Australia
March 3, 2022 | Global Alpha Capital Management
In this week’s commentary we discuss the end of Australia’s streak as the longest period of economic growth in modern history, as well as our exposure to names in the Australian services industry.
Russia-Ukraine
February 28, 2022 | Global Alpha Capital Management
In this special commentary we share our analysis of the impacts the current situation in Ukraine will have on financial markets and our portfolios.
Energy as a secular trend
February 24, 2022 | Global Alpha Capital Management
In this week’s commentary we discuss the energy transition to renewables as a secular trend.
Meta…What?
February 23, 2022 | Global Alpha Capital Management
In this week’s commentary we discuss the rise of the metaverse and the emerging investment opportunities.