Objective
Added Value: MSCI World Small Cap Index (Net) +3% per year
over a full market cycleTracking Error: 5% – 8% per year over a full market cycle
Portfolio Turnover: 10% – 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 other strategies managed by Global Alpha. 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. The Strategy’s adherence to Global Alpha Capital Management’s ESG criteria and SDG revenue mapping methodology may limit its investment universe and result in returns that are different to strategies not using this approach.
To learn more about our efforts towards responsible investing,
please visit our page on Responsible Investing.
Quick Facts
Inception Date:
November 20, 2023
All data as at: Sep 30, 2024
Geographic Mix
United States
53.06%
Japan
14.43%
France
5.86%
Canada
5.54%
Denmark
4.45%
Australia
4.41%
Switzerland
3.22%
Norway
2.80%
Austria
1.77%
United Kingdom
1.62%
Hong Kong
1.41%
Sweden
1.11%
Germany
0.33%
Sector Allocation
Industrials
38.14%
Health Care
12.00%
Consumer Discretionary
10.13%
Financials
8.72%
Consumer Staples
6.71%
Real Estate
6.44%
Utilities
5.07%
Information Technology
4.60%
Materials
4.30%
Communication Services
2.02%
Cash
1.87%
Energy
0.00%
Contact Us
For additional information on the Global Alpha Sustainable Global 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]
For additional information on Global Alpha Capital Management Ltd., please contact:
Brent Wilkins
Senior Vice President,
Head of Institutional Sales,
Canada
Eric Hasenauer
Senior Vice President,
Co-Head of Institutional Sales,
USA
John Ricketts
Senior Vice President,
Co-Head of Institutional Sales,
USA
Please take the time to carefully read the following as it contains important information regarding certain restrictions imposed by statute and the applicable securities regulatory authorities on the distribution of information through this website.
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.
The Global Alpha Capital Mangement Ltd (Global Alpha) website may contain hyperlinks to websites operated by parties other than Global Alpha. Such hyperlinks are provided for your reference only. Global Alpha does not control such websites and is not responsible for their contents. The inclusion by Global Alpha of hyperlinks to other websites does not imply any approval or endorsement of the material on such websites or any association with their operators.
The Connor, Clark & Lunn group of companies includes a number of entities that may be registered as investment advisers, investment fund managers and exempt market dealers in various provinces and territories of Canada. A number of entities are also registered with the Unites States Securities and Exchange Commission as advisers in that country and the Connor, Clark & Lunn group of companies also includes a number of investment advisers and fund managers that are authorized and regulated by the Financial Conduct Authority in the United Kingdom. The information provided on this website regarding each entity is directed solely towards qualified investors in jurisdictions where the appropriate entity is registered. Services offered by any of the entities in the Connor, Clark & Lunn group of companies are offered solely to qualified residents of the jurisdictions where the entities are qualified to do business.
Certain securities regulations prohibit the publication of specific registration information about the registered entities in the Connor, Clark & Lunn group of companies. For more information, please contact the Connor, Clark & Lunn Compliance Department at [email protected] or 604-685-2020.
Global Alpha Capital Management Ltd.
July 31st, 2024