Navigating challenges in the CRE sector
November 30, 2023 | Global Alpha Capital Management
US commercial real estate: A study in contrasts and resilience.
Global Focus
We focus solely on building concentrated global, international, and emerging markets small cap portfolios.
Fundamental
Research
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.
Investment
Themes
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.
Insights
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Made in China Mexico
November 23, 2023 | Global Alpha Capital Management
Are market dynamics in Mexico surpassing its challenges?
Slow and steady wins the race
November 16, 2023 | Global Alpha Capital Management
How IWG is seizing the co-working market in WeWork’s wake.
ELIS: Boring but profitable
November 2, 2023 | Global Alpha Capital Management
Textile services titan: Unveiling the investment appeal of ELIS SA.
Transforming Oil and Gas Services
October 26, 2023 | Global Alpha Capital Management
Insights on how geopolitics, technology and market trends are reshaping the energy sector.
LatAm economic pulse
October 19, 2023 | Global Alpha Capital Management
Optimism and challenges in LatAm: Insights from the 2023 BTG Pactual CEO Conference.
Japan’s long-awaited recovery
October 13, 2023 | Global Alpha Capital Management
Delve into Japan’s economic resurgence and market shifts to better understand its future prospects.
Has China peak pessimism been reached and can China be replaced?
October 6, 2023 | Global Alpha Capital Management
China’s economic dip raises global concern, but underlying data suggests a more complex picture.
Regulatory risk awareness
September 28, 2023 | Global Alpha Capital Management
Navigating regulatory risks: Why we’re cautious on AI and confident in sectors like salmon farming.
A pet in your portfolio: The investment strategy you didn’t know you needed
September 21, 2023 | Global Alpha Capital Management
Explore the pet industry as an investment option, where love for pets can bring economic growth.
Insurance and natural disasters
September 14, 2023 | Global Alpha Capital Management
Rising natural disasters challenge insurance: are we ready for the financial fallout?
Keep on running
August 31, 2023 | Global Alpha Capital Management
Pandemic-led boom in sneaker sales wanes.
Forever chemical cleanup challenge
August 17, 2023 | Global Alpha Capital Management
The battle against PFAS contamination intensifies – and how our portfolio company is stepping up.
Oil’s not well
August 3, 2023 | Global Alpha Capital Management
Unlocking success in the oil & gas industry: a closer look at Parex Resources.
Latin America’s growth surge outperforms emerging markets: Can it be sustained?
July 20, 2023 | Global Alpha Capital Management
Why Latin America has been outperforming other EMs and the challenges ahead for sustained growth.