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.
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.
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.
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.
Incorporate score into valuation tools through adjustments to discount rates.
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.
April 25, 2024 | Global Alpha Capital Management
One of the 17 Sustainable Development Goals (SDG 6) established by United Nations (UN) is Clean Water and Sanitation, which aims to ensure the availability and sustainable management of water and sanitation for all. The water crisis is unprecedented In 2022, 2.2 billion people (27% of world’s population) lacked safely managed drinking water – meaning […]
April 18, 2024 | Global Alpha Capital Management
Exploring Asia and insights from Japan and China.
April 11, 2024 | Global Alpha Capital Management
Insights into Europe via Sopra Steria’s & Melia Hotel’s growth.
April 4, 2024 | Global Alpha Capital Management
Insights on navigating the M&A wave.
March 28, 2024 | Global Alpha Capital Management
Cutting costs, optimizing sales and elevating shopping with ESLs.
March 21, 2024 | Global Alpha Capital Management
Japan’s banks rally – a shift toward normalcy in 2024?
March 14, 2024 | Global Alpha Capital Management
Explore microfinance’s impact in rural India through our eyes.
March 7, 2024 | Global Alpha Capital Management
US grid woes and the role of Nexans in a resilient future.
February 29, 2024 | Global Alpha Capital Management
Coffee’s impact on history and what we like about it today.
February 22, 2024 | Global Alpha Capital Management
Transparency and accountability in focus.
February 15, 2024 | Global Alpha Capital Management
When it comes to our wealth, we often think about assets or money that we own. However, when we’re sick, we realize our health represents our real wealth and the importance of investing in it. Population surge meets healthcare hurdle With its rapidly growing population, India faces significant challenges in providing adequate healthcare services to […]
February 8, 2024 | Global Alpha Capital Management
Discover some of the true movers behind stock trends during election years.
February 1, 2024 | Global Alpha Capital Management
How can China tackle its triple post-pandemic challenge of debt, deflation and demographics?
January 25, 2024 | Global Alpha Capital Management
Japan and small caps – recapturing investor interest.
January 19, 2024 | Global Alpha Capital Management
Insights into small-cap potential and global market trends by Robert Beauregard.
For additional information on Global Alpha Capital Management Ltd., please contact:
Senior Vice President,
Head of Institutional Sales,
Canada
Senior Vice President,
Co-Head of Institutional Sales,
USA
Senior Vice President,
Co-Head of Institutional Sales,
USA
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