Philosophy

Adding value through stock selection by leveraging
global investment themes.

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.

 

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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.

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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

For additional information on Global Alpha Capital Management Ltd., please contact:

Brent Wilkins.

Brent Wilkins

Senior Vice President,
Head of Institutional Sales,
Canada

 Tel: (416) 364-5396
Eric Hasenauer.

Eric Hasenauer

Senior Vice President,
Co-Head of Institutional Sales,
USA

 Tel: (917) 945-0960

John Ricketts

Senior Vice President,
Co-Head of Institutional Sales,
USA

 Tel: 1 (203) 615-4847
Carlos Stelin.

Carlos Stelin

Director,
Institutional Sales,
Europe

 Tel: 44 (0)203 535 8107
Photo of Yashu Joshi

Yashu Joshi

Product Specialist

 Tel: 1 (514) 287- 3278

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Material presented on this website should be considered for background information only and should not be construed as investment or financial advice. Further, information on this website should not be construed as an offer or solicitation by the Connor, Clark & Lunn group of companies to provide investment management services or to buy or sell any products.

The Global Alpha Capital Mangement Ltd (Global Alpha) website may contain hyperlinks to websites operated by parties other than Global Alpha. Such hyperlinks are provided for your reference only. Global Alpha does not control such websites and is not responsible for their contents. The inclusion by Global Alpha of hyperlinks to other websites does not imply any approval or endorsement of the material on such websites or any association with their operators.

The Connor, Clark & Lunn group of companies includes a number of entities that may be registered as investment advisers, investment fund managers and exempt market dealers in various provinces and territories of Canada. A number of entities are also registered with the Unites States Securities and Exchange Commission as advisers in that country and the Connor, Clark & Lunn group of companies also includes a number of investment advisers and fund managers that are authorized and regulated by the Financial Conduct Authority in the United Kingdom. The information provided on this website regarding each entity is directed solely towards qualified investors in jurisdictions where the appropriate entity is registered. Services offered by any of the entities in the Connor, Clark & Lunn group of companies are offered solely to qualified residents of the jurisdictions where the entities are qualified to do business.

Certain securities regulations prohibit the publication of specific registration information about the registered entities in the Connor, Clark & Lunn group of companies. For more information, please contact the Connor, Clark & Lunn Compliance Department at [email protected] or 604-685-2020.

Global Alpha Capital Management Ltd.
December 20th, 2021

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