Uncovering hidden champions
May 22, 2025
Searching emerging markets for the hidden champions with winning attributes.
International Small Cap
Objective
Added Value: MSCI EAFE 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:
December 31, 2009
All data as at: Mar 31, 2025
Geographic Mix
Japan
33.67%
United Kingdom
11.47%
France
9.89%
Australia
6.39%
Austria
5.61%
Sweden
4.85%
Germany
4.71%
Hong Kong
4.16%
Norway
3.94%
Italy
3.89%
Spain
3.29%
United States
2.46%
Switzerland
2.26%
Singapore
1.86%
Denmark
1.00%
Ireland
0.54%
Sector Allocation
Industrials
29.11%
Consumer Discretionary
15.07%
Consumer Staples
8.81%
Financials
8.53%
Information Technology
8.28%
Health Care
7.50%
Real Estate
6.87%
Materials
4.95%
Communication Services
4.25%
Utilities
2.40%
Cash
2.23%
Energy
2.01%
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
Read More
A presidential game of trump: Navigating Trump’s tariffs in Mexico and Brazil
May 8, 2025
Navigating Trump’s tariffs in Latin America has been a complex challenge for global trade. What strategies have the presidents of Mexico and Brazil employed to mitigate the impact of these tariffs and maintain strong trading relationships with the United States?
Is the professional sports data-aggregation business a sure bet?
May 1, 2025
The collection and aggregation of robust data, along with innovative technology solutions, are transforming sports betting and the way that sports leagues use data insights.
A green energy update
April 24, 2025
Despite US challenges and slowdowns, the global shift towards clean energy continues to accelerate, with countries like China leading the way.
Adaptation is the new mitigation
April 16, 2025
Adaptation to climate change is increasingly becoming an investable trend as companies help communities, infrastructure and ecosystems adapt to physical climate risks.
Robots, on-shoring and tariffs: Is Optimus primed for launch?
April 10, 2025
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
Insights into the country’s evolving economic landscape, infrastructure investments and resilient sectors like healthcare.
Sweet spot in Japan
March 20, 2025
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
Europe decides to take its defence into its own hands.
Boring banks outperform the Magnificent 7
March 6, 2025
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
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
Coffee innovation and consumer trends are brewing market growth.
Enter the ascending dragon
February 12, 2025
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
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
A look at Brazil’s economic performance and inflation dynamics, and an exploration of potential opportunities for 2025.
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
Please take the time to carefully read the following as it contains important information regarding certain restrictions imposed by statute and the applicable securities regulatory authorities on the distribution of information through this website.
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.
The Global Alpha Capital Mangement Ltd (Global Alpha) website may contain hyperlinks to websites operated by parties other than Global Alpha. Such hyperlinks are provided for your reference only. Global Alpha does not control such websites and is not responsible for their contents. The inclusion by Global Alpha of hyperlinks to other websites does not imply any approval or endorsement of the material on such websites or any association with their operators.
The Connor, Clark & Lunn group of companies includes a number of entities that may be registered as investment advisers, investment fund managers and exempt market dealers in various provinces and territories of Canada. A number of entities are also registered with the Unites States Securities and Exchange Commission as advisers in that country and the Connor, Clark & Lunn group of companies also includes a number of investment advisers and fund managers that are authorized and regulated by the Financial Conduct Authority in the United Kingdom. The information provided on this website regarding each entity is directed solely towards qualified investors in jurisdictions where the appropriate entity is registered. Services offered by any of the entities in the Connor, Clark & Lunn group of companies are offered solely to qualified residents of the jurisdictions where the entities are qualified to do business.
Certain securities regulations prohibit the publication of specific registration information about the registered entities in the Connor, Clark & Lunn group of companies. For more information, please contact the Connor, Clark & Lunn Compliance Department at [email protected] or 604-685-2020.