GlobalSmall 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

  • 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

Geographic Mix

United States
52.79%
Japan
14.81%
United Kingdom
7.03%
Canada
6.40%
Spain
4.68%
Hong Kong
3.25%
Norway
2.44%
Sweden
2.03%
Australia
1.98%
Singapore
1.49%
Germany
1.17%
France
1.11%
Switzerland
0.82%

Sector Allocation

Industrials
22.79%
Health Care
12.53%
Financials
11.30%
Consumer Discretionary
11.11%
Information Technology
9.25%
Real Estate
8.67%
Consumer Staples
6.27%
Materials
4.91%
Communication Services
4.53%
Energy
3.45%
Utilities
3.00%
Cash
2.18%

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

Download V-Card

Eric Hasenauer.

Eric Hasenauer

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

Download V-Card

John Ricketts

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

Download V-Card

Carlos Stelin.

Carlos Stelin

Director,
Institutional Sales,
Europe

Download V-Card

Insights

Global Alpha Capital Management Ltd.
December 17th, 2021