International Small Cap
Strategy

  • Objective

  • Added Value: MSCI EAFE 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:
December 31, 2009

Geographic Mix

Japan
31.52%
United Kingdom
13.73%
France
8.51%
Hong Kong
6.50%
Australia
5.75%
Israel
5.21%
Sweden
4.75%
Austria
4.02%
Switzerland
3.66%
Singapore
3.44%
Italy
3.31%
Spain
2.98%
Germany
2.81%
Norway
2.61%
Denmark
1.20%

Sector Allocation

Industrials
24.32%
Consumer Discretionary
12.78%
Consumer Staples
10.62%
Financials
10.19%
Information Technology
8.35%
Health Care
7.61%
Real Estate
6.68%
Materials
6.51%
Communication Services
4.11%
Utilities
3.55%
Energy
2.85%
Cash
2.42%

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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John Ricketts

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

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Carlos Stelin.

Carlos Stelin

Director,
Institutional Sales,
Europe

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Insights