Global Alpha Q2 investment update

Investment manager Michael Taylor joins Global Alpha as a decision-maker. We explore his background, strengths, and vision for the portfolio’s future opportunities.

Reflections on performance, portfolio companies and opportunities for returns in the year ahead.

Praveen Kumar covers insights on market trends, the Trust's performance and growth forecast.

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.

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.

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

Climate-conscious investing in exceptional growth companies worldwide, using investment floor insights to find diverse opportunities.

Invest with ambition: We aim to unlock exceptional growth potential through long-term, sustainable competitive advantage.