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
29.80%
United Kingdom
11.73%
France
11.32%
Australia
7.96%
Hong Kong
6.66%
Austria
4.73%
Sweden
4.28%
Spain
4.19%
Singapore
3.53%
Israel
3.36%
Norway
3.04%
Switzerland
2.97%
Italy
2.67%
Germany
1.90%
Denmark
1.85%

Sector Allocation

Industrials
22.05%
Consumer Discretionary
16.22%
Financials
10.00%
Health Care
9.27%
Consumer Staples
9.06%
Information Technology
8.03%
Real Estate
6.38%
Materials
6.28%
Communication Services
4.33%
Energy
3.61%
Utilities
2.75%
Cash
2.03%

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