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Investing with Global Alpha

We are uniquely focused on constructing the best global, international, and emerging markets small cap portfolios that we can possibly deliver for clients.

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.

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As a client of Global Alpha you will receive:

 

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MONTHLY PORTFOLIO VALUATIONS

Detailing the country and sector weightings, stock holdings, transactions and cash statements.

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SEMI-ANNUAL

Commission disclosure reports
(available on request).

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ANNUAL

Copies of Global Alpha’s Form ADV
(available on request).

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WEEKLY COMMENTARY

 

Offering our perspective on matters affecting positioning of our global and international small cap portfolios.

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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.

To find out more about becoming a client of
Global Alpha 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,
Head of Institutional Sales,
USA

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