Global Alpha Q4 investment update

Partners Tim Garratt and Stuart Dunbar identify signs of emerging growth.

The innovative ecommerce company poised to take advantage of China’s large consumer base.

Lead manager Douglas Brodie gives an update on performance with three key reasons for optimism.

The Global Alpha Growth Fund aims to outperform (after deduction of costs) the MSCI ACWI Index, as stated in sterling, by at least 2 per cent per annum over rolling five-year periods.

The International Fund aims to outperform (after deduction of costs) the MSCI ACWI ex-UK Index, as stated in sterling, by at least 2 per cent per annum over rolling five-year periods.

The Worldwide Global Alpha Fund aims to provide returns comprising capital growth and dividend income over the long term by investing primarily in global equities which are listed, traded or dealt in on Regulated Markets worldwide.

Ambitious growth investing in exceptional companies, prioritising long-term sustainability and competitive advantages for lasting success.