We understand that investors want portfolio managers who are accessible and who understand their needs. We take ownership and personal responsibility for your portfolio, taking the time to understand your needs and ensuring we’re available to answer
your questions.
MONTHLY PORTFOLIO VALUATIONS
Detailing the country and sector weightings, stock holdings, transactions and cash statements.
SEMI-ANNUAL
Commission disclosure reports
(available on request).
ANNUAL
Copies of Global Alpha’s Form ADV
(available on request).
WEEKLY COMMENTARY
Offering our perspective on matters affecting positioning of our global and international small cap portfolios.
QUARTERLY COMPREHENSIVE REPORT
Which includes a market review, current views, future investment strategy, and an explanation
of major changes to the portfolio and performance returns, attribution analysis and a proxy
voting summary.
Senior Vice President,
Head of Institutional Sales,
Canada
Tel: +(416) 364-5396
Email: [email protected]
Senior Vice President,
Co-Head of Institutional Sales,
USA
Tel: +(917) 945-0960
Email: [email protected]
April 25, 2024 | Global Alpha Capital Management
One of the 17 Sustainable Development Goals (SDG 6) established by United Nations (UN) is Clean Water and Sanitation, which aims to ensure the availability and sustainable management of water and sanitation for all. The water crisis is unprecedented In 2022, 2.2 billion people (27% of world’s population) lacked safely managed drinking water – meaning […]
April 18, 2024 | Global Alpha Capital Management
Exploring Asia and insights from Japan and China.
April 11, 2024 | Global Alpha Capital Management
Insights into Europe via Sopra Steria’s & Melia Hotel’s growth.
April 4, 2024 | Global Alpha Capital Management
Insights on navigating the M&A wave.
March 28, 2024 | Global Alpha Capital Management
Cutting costs, optimizing sales and elevating shopping with ESLs.
March 21, 2024 | Global Alpha Capital Management
Japan’s banks rally – a shift toward normalcy in 2024?
March 14, 2024 | Global Alpha Capital Management
Explore microfinance’s impact in rural India through our eyes.
March 7, 2024 | Global Alpha Capital Management
US grid woes and the role of Nexans in a resilient future.
February 29, 2024 | Global Alpha Capital Management
Coffee’s impact on history and what we like about it today.
February 22, 2024 | Global Alpha Capital Management
Transparency and accountability in focus.
February 15, 2024 | Global Alpha Capital Management
When it comes to our wealth, we often think about assets or money that we own. However, when we’re sick, we realize our health represents our real wealth and the importance of investing in it. Population surge meets healthcare hurdle With its rapidly growing population, India faces significant challenges in providing adequate healthcare services to […]
February 8, 2024 | Global Alpha Capital Management
Discover some of the true movers behind stock trends during election years.
February 1, 2024 | Global Alpha Capital Management
How can China tackle its triple post-pandemic challenge of debt, deflation and demographics?
January 25, 2024 | Global Alpha Capital Management
Japan and small caps – recapturing investor interest.
January 19, 2024 | Global Alpha Capital Management
Insights into small-cap potential and global market trends by Robert Beauregard.
For additional information on Global Alpha Capital Management Ltd., please contact:
Senior Vice President,
Head of Institutional Sales,
Canada
Senior Vice President,
Co-Head of Institutional Sales,
USA
Senior Vice President,
Co-Head of Institutional Sales,
USA
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