Responsible Investing

In-house fundamental ESG approach

At Global Alpha, we believe companies that operate with sound environmental, social, and governance (ESG) practices provide good investment opportunities.

As part of our ongoing bottom-up research, we use an internally designed methodology to evaluate material ESG issues as part of our risk management approach in order to obtain the best risk-adjusted returns.

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Idea Generation

Use measures of profitability, revenue growth, and balance sheet strength. Global Alpha does not use negative screening.

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Investment themes selection

Helps the team focus on companies expected to benefit from long-term secular growth trends consistent with ESG compliance.

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Quality analysis

Calculate an ESG score for each individual company through the internal collection of key ESG data points. Raw data on activities and products is gathered through various sources such as company websites, reports, meetings with management teams and our own ESG questionnaire.

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Valuation

Incorporate score into valuation tools through adjustments to discount rates.

         Associations

 

United Nations – backed Principles for Responsible Investment (UN PRI)

In October 2012, we became a signatory to the United Nations supported Principles of Responsible Investing (PRI) initiative, focusing on incorporating ESG factors into stock investment criteria.

Responsible Investment Association (RIA)

The Responsible Investment Association (RIA) of Canada is an association whose members believe that ESG issues should be factored into the selection and management of investments. Global Alpha is a member of the RIA through its affiliation with CC&L Financial Group.

The Financial Stability Board Task Force on Climate-related Financial Disclosures (TCFD)

The TCFD’s mission is to develop voluntary, consistent climate-related financial risk disclosures for companies to use when providing information to investors, lenders, insurers, and other stakeholders. In April 2019, Global Alpha became a TCFD supporter.

Global Alpha ESG Guidelines and
Analysis Documents

Responsible Investing Report Sustainable Global Small Cap Annual Report TCFD-Aligned Report Proxy Voting Policy Remuneration Guidelines Responsible Investment Policy
Global Small Cap Strategy Climate Impact Assessment Report* International Small Cap Strategy Climate Impact Assessment Report* Emerging Markets Small Cap Strategy Climate Impact Assessment Report* Sustainable Small Cap Strategy Climate Impact Assessment Report*
  • Data provided by ISS ESG. All rights in the information provided by Institutional Shareholder Services Inc. and its affiliates (ISS) reside with ISS and/or its licensors. ISS makes no express or implied warranties of any kind and shall have no liability for any errors, omissions or interruptions in or in connection with any data provided by ISS.

Insights
Young Asian woman washing her face using skincare products.

The rise of J-beauty

October 24, 2024 | Global Alpha Capital Management

Japanese skin care and cosmetics are a top choice in today’s clean beauty trends, driving global expansion.

Read More

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.

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Global Alpha Capital Management Ltd.
December 20th, 2021

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