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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
33.07%
United Kingdom
14.81%
France
9.25%
Hong Kong
6.40%
Australia
6.08%
Austria
4.11%
Sweden
4.11%
Israel
3.65%
Spain
3.41%
Switzerland
3.31%
Singapore
3.29%
Italy
2.72%
Norway
2.30%
Germany
1.83%
Denmark
1.65%

Sector Allocation

Industrials
25.26%
Consumer Discretionary
14.72%
Financials
10.51%
Consumer Staples
9.59%
Health Care
8.66%
Materials
6.94%
Information Technology
6.88%
Real Estate
6.22%
Communication Services
4.42%
Energy
3.37%
Utilities
2.95%
Cash
0.48%

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,
Co-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