
Supply chain opportunities
May 19, 2022 | Global Alpha Capital Management
We discuss the implications of supply chain disruptions and abrupt changes in market conditions, and the impact it could have on our portfolios.
We conduct independent fundamental research to identify attractive investment opportunities in companies whose growth is unrecognized by the marketplace. We dedicate time to travel to each region and visit the companies we consider as attractive investment opportunities.
Our unique approach focuses on investment themes influencing world economies as opposed to geographic regions and industry sectors to determine the strategic direction of the portfolio. We aim to understand the thematic relevance to global investments and generate consistent returns for our clients over a long-term investment horizon, within a risk controlled low turnover approach.