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

  • 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: Dec 31, 2024

Geographic Mix

Japan
32.62%
United Kingdom
11.55%
France
9.29%
Australia
7.67%
Austria
5.03%
Norway
4.91%
Hong Kong
4.77%
Spain
4.47%
Sweden
4.19%
Switzerland
3.10%
Germany
3.07%
Italy
3.03%
United States
2.48%
Singapore
1.73%
Denmark
1.39%
Ireland
0.69%

Sector Allocation

Industrials
25.28%
Consumer Discretionary
15.93%
Information Technology
9.92%
Consumer Staples
9.27%
Financials
7.70%
Real Estate
7.70%
Health Care
5.94%
Materials
5.76%
Communication Services
4.36%
Energy
3.87%
Utilities
2.43%
Cash
1.84%

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

Tel: +(416) 364-5396

Download V-Card

Eric Hasenauer.

Eric Hasenauer

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

Tel: +(917) 945-0960

Download V-Card

John Ricketts

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

Tel: +1 (203) 615-4847

Download V-Card

Carlos Stelin.

Carlos Stelin

Director,
Institutional Sales,
Europe

Tel: +44 (0)203 535 8107

Download V-Card

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For additional information on Global Alpha Capital Management Ltd., please contact:

Brent Wilkins.

Brent Wilkins

Senior Vice President,
Head of Institutional Sales,
Canada

 Tel: (416) 364-5396
Eric Hasenauer.

Eric Hasenauer

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

 Tel: (917) 945-0960

John Ricketts

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

 Tel: 1 (203) 615-4847
Carlos Stelin.

Carlos Stelin

Director,
Institutional Sales,
Europe

 Tel: 44 (0)203 535 8107
Photo of Yashu Joshi

Yashu Joshi

Product Specialist

 Tel: 1 (514) 287- 3278

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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.

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Global Alpha Capital Management Ltd.
December 17th, 2021

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