This global small cap fund consistently delivers

The managers of CC&L Global Alpha rely on their stock-picking skills to generate market-beating results.

Shehryar Khan, CFA 24 April, 2018 | 5:00PM

The managers of CC&L Global Alpha have shown a knack for picking global small-cap stocks, and they take care to build a portfolio that emphasizes this stock selection expertise. The result has been a strategy that has consistently delivered outperformance since the firm was founded in 2008. Given that it's targeting investment in smaller, typically less-established companies, though, the risk in this fund could be significant, and it should be a supplement to, rather than act as, a core global equity allocation.

Robert Beauregard, chief investment officer and one of three co-founders of Global Alpha Capital Management, has led the charge on this strategy since 2008. With 30 years' experience in the industry, he was previously the head of small cap equities at Natcan Investment Management for close to 10 years. He has generated market-beating results in both positions.

A small team of three portfolio managers and one analyst support Beauregard. While lighter on experience than Beauregard, the four bring a diverse range of backgrounds to bear. Portfolio manager Qing Ji, for instance, was born and studied in China and had stints as a banker in Switzerland, Singapore and Canada. Portfolio manager Serge Depatie previously held senior roles at three biotech startups, and portfolio manager David Savignac studied Spanish in Mexico. Analyst Sain Godil rounds out the team. He too has a unique background. Before getting into the industry, he founded a clothing company in India. This practical and global experience helps the team better understand the companies it invests in.

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About Author

Shehryar Khan, CFA

Shehryar Khan, CFA  Shehryar Khan, CFA, is a senior investment analyst for Morningstar’s Investment Management group.

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