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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
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.

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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Carlos Stelin.

Carlos Stelin

Director,
Institutional Sales,
Europe

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Insights