From the ground up: Gardening and the art of portfolio management
July 28, 2022 | Global Alpha Capital Management
In this week’s commentary we discuss how the alchemy of art and science that goes into gardening is similar to Global Alpha’s investment philosophy.
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Germany and gas shortage
July 14, 2022 | Global Alpha Capital Management
We discuss Germany’s reduced gas supplies and its impact on our Germany holdings. The Emergency Plan for Gas for the Federal Republic of Germany was published in September 2019.
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What to expect in a recession
June 30, 2022 | Global Alpha Capital Management
We discuss the fears of a potential recession as investor behavior has shifted from ‘buy the dip’ during the pandemic to ‘sell the rally’.
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Summer season back in full swing
June 16, 2022 | Global Alpha Capital Management
We discuss the how travel-exposed names will benefit from the summer vacation tailwinds. As the first official day of the summer approaches, it finally feels like the world is getting back to normal.
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Exaggeration through extrapolation
June 9, 2022 | Gestion d’actifs Global Alpha Ltée
We discuss the exaggeration of the end of the brick and mortar economy and why the digital takeover did not quite live up to its promise.
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Philippines: The undiscovered country
June 2, 2022 | Global Alpha Capital Management
We discuss the growth opportunities in the Philippines, an undiscovered country with plenty of potential to unlock value.
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The Duration Trap
May 26, 2022 | Connor, Clark & Lunn Financial Group
Investors with a total return objective have historically been served well by the fixed income component of portfolios, such as a portfolio benchmarked to the FTSE Canada Universe Bond Index (the Universe Bond Index), [...]
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Le piège de la durée
May 26, 2022 | Connor, Clark & Lunn Financial Group
Les investisseurs ayant un objectif de rendement total ont été récompensés dans le passé par le volet à revenu fixe de leurs portefeuilles, par exemple les portefeuilles reproduisant les résultats de l’indice [...]
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Gaming update
May 26, 2022 | Global Alpha Capital Management
We discuss the recent falling out of favor of the video game industry among investors. After growing at 9% compound annual growth rate (CAGR) for the last decade, there is still much to get excited about regarding the [...]
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