Gratry & Company Launches First Mutual Fund

Gratry & Company LLC announces the launch of the Gratry International Growth Fund. The new mutual fund will trade under the ticker symbol GGIGX. This is the first mutual fund vehicle managed by Gratry, and demonstrates the firm’s commitment to provide clients with specialized international investment expertise, convenience and service.

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Shaker Heights, OH (PRWEB) July 09, 2013

Gratry & Company LLC announces the launch of the Gratry International Growth Fund. The new mutual fund will trade under the ticker symbol GGIGX. This is the first mutual fund vehicle managed by Gratry, and demonstrates the firm’s commitment to provide clients with specialized international investment expertise, convenience and service.

The Fund seeks long-term capital appreciation while adhering to Gratry’s long-standing investment discipline and proven approach. The Fund’s portfolio management team includes the firm’s founder, Jerome Gratry, and will invest predominantly in large-cap, non-US companies that exhibit the following characteristics:

  •     Growth: revenue and earnings growth rates in excess of their peers;
  •     Quality: strong balance sheet, quality earnings, credible management teams
  •     Reasonable Valuations: relative to peers and future earnings growth rates.

Total firm assets are approximately $700 million (as at 31 March 2013).

The investment professionals at Gratry average nearly thirty years of industry experience, and the portfolio management team has worked together for over twelve years. Each member of the portfolio management team participates in the research and investment decision-making process.

“This is an important development in the thirty-two year history of this firm” said Jerome Gratry, founder and portfolio manager. “We have proven ourselves in separate account management and now we can offer a choice when it comes to implementing client portfolios. Furthermore, we are excited for the mutual fund investor to get to know us. Our team is experienced and focused; international and global equities are all we do. When you purchase the Fund, you get access to the investment decision makers, who are also the owners of the firm.”

Robert Tynes, CFA and Managing Director of Business Development added: “We want an advisor or a consultant to be able to gain access to us because we offer the appropriate vehicle for their client’s needs. Until now, we only offered separate accounts and delivered model portfolios used by overlay managers. Now we can offer a comingled vehicle for our flagship strategy. We are very excited about the potential this holds for our clients and our business.”

About Gratry & Company
Founded in 1981, Gratry & Company LLC is a SEC-registered investment advisor which specializes in managing international and global equity portfolios for institutions and high net worth individuals. The firm is independent and 100% employee-owned. Clients include private individuals and families, private banks, third-party distributors, and public and corporate pension funds. As a pure investment manager, Gratry & Company offers investment strategies across both global and international (non-US) equity products.
Interested parties may visit the Gratry Funds website at http://www.gratryfunds.com

You should consider the Fund’s investment objectives, risks, fees and expenses carefully. This and other important information about the Fund may be found in the prospectus which can be obtained by visiting the Fund’s website at http://www.gratryfunds.com or by calling (800) 943-6786. Read the prospectus carefully before investing. IMST Distributors, LLC, distributor.

All investing involves risk, including the possible loss of principal. The Fund invests in foreign securities which may be more volatile than those of U.S. securities because of economic and social conditions abroad, political developments, and changes in the regulatory environment of foreign countries. Foreign securities are also subject to currency risks as exchange rates can fluctuate. The risks of investing in foreign securities are heightened when investing in emerging market securities. ETFs typically trade on securities exchanges and their shares may, at times, trade at a premium or discount to their net asset values and may not replicate exactly the performance of the benchmark index it seeks to track. Please see the prospectus for a full explanation of the risk associate with the Fund.


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