Global Alpha Capital Management home
Who We Are
 
 
 
About Us An overview of our organization
People Our teams, personnel and biographies
Affiliates Access our affiliates
Contact Us How to contact us directly
What We Do
 
 
 
Expertise Information about our experience and capabilities
Philosophy Our approach to investment management and to delivering consistent added value
Approach Our approach to investment management, research, opportunities and risk
Investing with Global Alpha Our approach and commitment to servicing our clients
Commentaries Access our commentaries on relevant issues to our portfolios.

Small Cap. Global. Alpha.

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
Connor, Clark & Lunn Financial Group home page