Global tariff opportunities
December 12, 2024 | Global Alpha Capital Management
Tariffs, trading and the global economy: what the lifting of sanctions means for Australia.
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.
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.
Valuation
Incorporate score into valuation tools through adjustments to discount rates.
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.
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 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.