Warsaw calling: A view from the ground
July 31, 2025
A recent visit to Warsaw showed us that Poland is a modern, outward-looking EU economy, with growing urban infrastructure.
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: Jun 30, 2025
Geographic Mix
Japan
32.63%
United Kingdom
12.25%
France
11.50%
Australia
5.79%
Italy
5.05%
Sweden
4.85%
Austria
4.61%
Spain
4.56%
Germany
3.45%
Switzerland
3.20%
United States
2.52%
Norway
2.46%
Hong Kong
2.43%
Singapore
1.62%
Ireland
1.06%
Finland
1.00%
Denmark
1.00%
Sector Allocation
Industrials
26.90%
Consumer Discretionary
14.74%
Information Technology
9.22%
Financials
9.08%
Consumer Staples
8.22%
Health Care
7.91%
Real Estate
7.17%
Materials
6.37%
Communication Services
3.85%
Cash
2.50%
Utilities
2.46%
Energy
1.59%
Contact Us
For additional information on the Global Alpha International Small Cap Strategy please contact:
Jean-Philippe Lemay
Managing Director,
Head of Institutional Sales,
Global
Tel: +1 (438) 944-9136
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]
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For additional information on Global Alpha Capital Management Ltd., please contact:
Jean-Philippe Lemay
Managing Director,
Head of Institutional Sales,
Global
Eric Hasenauer
Senior Vice President,
Co-Head of Institutional Sales,
USA
John Ricketts
Senior Vice President,
Co-Head of Institutional Sales,
USA
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