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Investing with Global Alpha

We are uniquely focused on constructing the best global and international small cap portfolios that we can possibly deliver for clients.

We understand that investors want portfolio managers who are accessible and who understand their needs. We take ownership and personal responsibility for your portfolio, taking the time to understand your needs and ensuring we’re available to answer your questions.

As a client of Global Alpha you will receive:

  • Monthly Portfolio Valuations detailing the country and sector weightings, stock holdings, transactions and cash statements.
  • Quarterly Comprehensive Report which includes a market review, current views, future investment strategy, and an explanation of major changes to the portfolio and performance returns, attribution analysis and a proxy voting summary.
  • Semi-Annual commission disclosure reports (available on request).
  • Annual copies of Global Alpha's Form ADV (available on request).
  • Weekly Commentary offering our perspective on matters affecting positioning of our global and international small cap portfolios

To find out more about becoming a client of Global Alpha please contact:

Canada

USA

Brent Wilkins Image
Brent
Wilkins
Senior Vice President, Head of Institutional Sales, Canada
Eric Hasenauer Image
Eric
Hasenauer
Senior Vice President, Head of Institutional Sales, USA
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