Responsible Investing

In-house fundamental ESG approach

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

As part of our ongoing bottom-up research, we use an internally designed methodology to integrate ESG factors into our investment process.

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Idea Generation

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

Investment themes selection

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

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)

Responsible Investment Association (RIA)

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

Global Alpha ESG Guidelines and
Analysis Documents

Responsible Investment Report TCFD-Aligned Report Global Small Cap Strategy Climate Assessment Report International Small Cap Strategy Climate Impact Assessment Report

Emerging Markets Small Cap Strategy Climate Impact Assessment Report Proxy Voting Policy Remuneration Guidelines Responsible Investment Policy