From kidnapping to cybersecurity – there’s a policy for that
July 30, 2026
From cybersecurity and political risk to fine art, marine cargo and niche business coverage, specialty insurance exists to price risks that standard insurers often cannot.
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
Beyond the label: How SFDR 2.0 could redefine sustainable funds
July 16, 2026
SFDR 2.0 may still be under negotiation, but its direction is already worth watching. Developments today could shape sustainability-focused investment strategies in the years ahead.
The silver economy: A secular opportunity
July 2, 2026
As populations age across developed markets, companies serving the needs of older demographics – from health care and long-term care to financial services and mobility – may be well positioned for durable growth.
Fixing the strategic small cap underweight: Part 2
June 25, 2026
What recent small-cap performance means for portfolio allocation decisions and why common objections to the asset class may need to be revisited.
Fixing the strategic underweight: Part 1
June 18, 2026
Small caps have outperformed large caps on both sides of the Atlantic – even amid rising rates, oil volatility and negative economic surprises.
From sea to shore: Vessel engines enter the AI infrastructure race
June 4, 2026
As speed-to-power becomes increasingly important to the rapid growth of AI and data centres, developers are turning to alternative solutions.
Necessity, the mother of invention
May 21, 2026
China’s semiconductor ambitions are becoming an increasingly important part of the global investment story.
Narrow strength, rising risk
May 7, 2026
Earnings are proving resilient – but leadership is narrowing, and macro risks are rising.
Infrastructure investment: The tools, materials and makers powering civil works
April 23, 2026
Infrastructure spending is accelerating and the most durable opportunities often sit in civil works and maintenance.
Sedimentary, my dear Watson: Lime and limestone applications across industries
April 9, 2026
Lime and limestone uses are often overlooked, but they actually sit at the centre of Europe’s industrial system.
From renewable buildout to grid integration: What Europe needs to support its energy transition
March 23, 2026
A look at the “picks-and-shovels” layer of the energy transition: the cable and grid systems required to deliver, scale and monetize renewable electricity in Europe.
Sleep on this: From better rest to better returns
March 12, 2026
As spending shifts toward wellness, travel and lifestyle balance, the growing sleep economy is emerging as a compelling long‑term investment theme.
Japan: A tech paradox
February 26, 2026
Accelerated by the pandemic, Japan’s shift from legacy systems to cloud-based solutions highlights opportunities and challenges within the country’s IT landscape.
Capstone Copper: Positioned to benefit from a structurally tight copper market
February 12, 2026
Copper markets are entering a structurally tight phase while Chile’s evolving policy backdrop is improving the outlook for long-life, capital-intensive mining assets.
Five reasons European retail brokerages keep outperforming
January 29, 2026
Retail investors have reshaped markets, and European brokerages have been among the biggest beneficiaries.
For additional information on Global Alpha Capital Management Ltd., please contact:
Jean-Philippe Lemay
Managing Director,
Head of Institutional Sales,
Global
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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Global Alpha Capital Management Ltd.
December 20, 2021