Adaptation is the new mitigation
April 17, 2025 | Global Alpha Capital Management
Adaptation to climate change is increasingly becoming an investable trend as companies help communities, infrastructure and ecosystems adapt to physical climate risks.
Adding value through stock selection by leveraging
We focus on adding value
through careful stock selection.
Our bottom-up fundamental approach combines with management interviews to identify companies with features such as sustainable competitive advantage, clearly defined growth strategies, and a strong balance sheet. Detailed financial analysis is conducted to determine whether a good company is also a good investment opportunity. Discounted cash flow analysis is used to identify stocks that are trading at a significant discount to intrinsic value along with the catalysts expected to drive realization to their true value.
Active
management
in an inefficient
market
Research and analysis on smaller companies is often limited or not widely communicated, leading the investment community to misprice these securities.
This inefficiency creates fertile ground for uncovering companies with unrecognized growth, accelerating earnings, strong balance sheets, and significant management ownership.
We combine a bottom-up, research-based approach together with consideration of global themes to build conviction-based portfolios intended to produce sustainable added value.
Bottom-up Fundamental Stock Selection
We focus on adding value through careful stock selection. Our bottom-up fundamental approach combines management interviews to identify companies with features such as sustainable competitive advantage, clearly defined growth strategies, and a strong balance sheet. We conduct detailed financial analyses to determine whether a good company is also a good investment opportunity.
We use discounted cash flow analyses to identify stocks that are trading at a significant discount to intrinsic value along with the catalysts expected to drive realization to their true value.
We structure portfolios around distinct investment themes that identify the major long-term cyclical and structural influences in world economies and stock markets. At Global Alpha, we believe that companies expected to benefit from social, economic, industrial or demographic trends should increase our ability to outperform benchmarks over time.
Balancing
Concentration and
Diversification
We believe that concentrated portfolios, typically 50-70 stocks focused on our highest conviction investment opportunities, maximize our opportunity to generate added value. However, diversification and effective risk management are also critical.
We use a comprehensive risk management framework to effectively manage stock-specific
risk within our strategies.
Insights
Read More
Robots, on-shoring and tariffs: Is Optimus primed for launch?
April 10, 2025 | Global Alpha Capital Management
While the latest tariffs are reshaping the global economy, humanoid robots are poised to play a pivotal role in the logistics sector.
Rethinking Indonesia: From near-term pain to long-term gains
March 27, 2025 | Global Alpha Capital Management
Insights into the country’s evolving economic landscape, infrastructure investments and resilient sectors like healthcare.
Sweet spot in Japan
March 20, 2025 | Global Alpha Capital Management
Japan small caps have less exposure to tariffs and are sweetly positioned to outperform large caps.
European defence spending set to explode
March 13, 2025 | Global Alpha Capital Management
Europe decides to take its defence into its own hands.
Boring banks outperform the Magnificent 7
March 6, 2025 | Global Alpha Capital Management
The US tech titans of the Magnificent 7 have long held the spotlight. Meanwhile, in the wings, “boring” European banks have been quietly outperforming.
This is the whey
February 25, 2025 | Global Alpha Capital Management
A dairy company pivots to making whey protein as there’s growth opportunity in the sports nutrition market.
Brewing success in the coffee market
February 20, 2025 | Global Alpha Capital Management
Coffee innovation and consumer trends are brewing market growth.
Enter the ascending dragon
February 12, 2025 | Global Alpha Capital Management
On the verge of being upgraded to an emerging market, Vietnam is poised to become ASEAN’s newest growth engine.
Why travel offers resiliency amid a tough consumer spending outlook
February 6, 2025 | Global Alpha Capital Management
Consumers may have less disposable income, but that’s not stopping them from choosing to spend on travel.
Brazil’s growth, challenges and opportunities
January 30, 2025 | Global Alpha Capital Management
A look at Brazil’s economic performance and inflation dynamics, and an exploration of potential opportunities for 2025.
Entrepreneurship: Silicon Valley vs. Stockholm
January 23, 2025 | Global Alpha Capital Management
Sweden’s vibrant venture capital market drives its economy by encouraging innovations from entrepreneurs.
Five ESG trends for the new year
January 16, 2025 | Global Alpha Capital Management
Stepping into 2025, the investment landscape is set for transformative shifts. We’ve highlighted five key ESG trends that we feel are going to shape the year ahead.
2024 wrap up and 2025 outlook: The year in charts
December 19, 2024 | Global Alpha Capital Management
As the year draws to a close, we take a look back at what’s happened in the small cap space, and what opportunities to watch for in 2025.
Global tariff opportunities
December 12, 2024 | Global Alpha Capital Management
Tariffs, trading and the global economy: what the lifting of sanctions means for Australia.
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
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