Navigating challenges in the CRE sector
November 30, 2023 | Global Alpha Capital Management
US commercial real estate: A study in contrasts and resilience.
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: Sep 29, 2023
Geographic Mix
Japan
32.36%
United Kingdom
12.12%
Hong Kong
8.89%
France
7.64%
Australia
7.35%
Austria
4.72%
Sweden
4.60%
Spain
4.58%
Norway
3.99%
Singapore
3.10%
Switzerland
2.87%
Israel
2.52%
Denmark
2.16%
Germany
1.58%
Italy
1.53%
Sector Allocation
Industrials
22.55%
Consumer Discretionary
17.11%
Consumer Staples
12.48%
Information Technology
8.70%
Health Care
8.56%
Real Estate
6.98%
Financials
5.88%
Materials
5.24%
Communication Services
4.39%
Energy
3.66%
Utilities
2.47%
Cash
1.99%
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]
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