Laura Geritz & Grandeur Peak Global Advisors Join Forces to Create New Investment Firm: Former Wasatch PM Will lead Rondure Global Advisors

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Former Wasatch Advisors partner and portfolio manager Laura Geritz and Salt Lake City based Grandeur Peak Global Advisors together announced that they have formed a new investment firm. Ms. Geritz will lead the new firm, Rondure Global Advisors, which will focus on high quality “Core” equity investing with a long-term view.

Developing, International, Core Equity

Laura Geritz, CEO

This is an ideal scenario for me. I’m thrilled to be leading the new firm while being able to work with Robert Gardiner, Blake Walker, and the Grandeur Peak team.

Former Wasatch Advisors partner and portfolio manager Laura Geritz (CFA, MA) and Salt Lake City based Grandeur Peak Global Advisors together announced that they have formed a new investment firm. Ms. Geritz will lead the new firm, Rondure Global Advisors, which will focus on high quality “Core” equity investing with a long-term view. Rondure’s initial strategies will include a Developing Countries portfolio and an International portfolio. The new firm intends to manage separately managed accounts and to launch a series of mutual funds in 2017.

Ms. Geritz is a former lead portfolio manager of the Wasatch Emerging Markets Small Cap Fund, the Wasatch International Opportunities Fund, and a founding PM of the Wasatch Frontier Emerging Small Countries Fund. She left Wasatch Advisors in July of this year to explore new paths. Ms. Geritz will be the CEO and majority owner of Rondure Global Advisors. Ms. Geritz will have her own research and client team, while Grandeur Peak will provide back-office and trading support. Rondure and Grandeur Peak will office together in Salt Lake City and collaboratively leverage the knowledge and skill of the two research teams.

Ms. Geritz believes the best investments are found within a global context, so Rondure Global will scour the world in search of the most interesting investments. The firm’s investment philosophy is centered around very high quality companies that it believes can provide sustainable returns. It will seek to invest in great companies at good prices and good companies at great prices.

Ms. Geritz described the opportunity to join forces with Grandeur Peak this way: “This is an ideal scenario for me. I’m thrilled to be leading the new firm while being able to work with Robert Gardiner, Blake Walker, and the Grandeur Peak team. Tapping into Grandeur Peak’s expertise in setting up a firm will allow me to focus on research, building my team, and managing the portfolios.”

Of the partnership, Robert Gardiner, CEO of Grandeur Peak, added “Laura is an exceptional bottom-up investor whom we have known for over a decade and who shares many of our investment philosophies. We’re thrilled to have the chance to sit side-by-side with her, travel together, and tap into Laura’s wisdom and experience.”

The name Rondure comes from a French word meaning round or spherical. It ties nicely with the global focus of the new firm and has special meaning for Ms. Geritz whose father was a literature professor. Rondure is a unique word used in the writings of such classic writers as William Shakespeare and Walt Whitman.

For more information, please contact Laura Geritz or Eric Huefner.

About Rondure Global Advisors:
Rondure Global Advisor takes a bottom-up approach to equity investing using disciplined global screening, rigorous company due diligence, and close attention to valuation to find what we believe to be the best investment opportunities around the world. Our investment philosophy is centered around very high quality companies that we believe can provide sustainable returns. Rondure Global Advisor, LLC is a woman-owned investment adviser headquartered in Salt Lake City, Utah.

About Grandeur Peak Global Advisors:
Grandeur Peak Global Advisors is comprised of a highly seasoned and collaborative research team taking a bottom-up approach to investing using disciplined global screening, rigorous company due diligence, and close attention to valuation to find what we believe to be the best investment opportunities around the world. Our bias is towards micro to mid-cap companies because we believe we can find faster growth among these firms, and often at better valuations due to the lack of analyst coverage. Grandeur Peak Global Advisors, LLC is an employee-owned investment adviser headquartered in Salt Lake City, Utah and registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940.

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Wasatch Advisors and the Wasatch Funds are not affiliated with Grandeur Peak Global Advisors or Rondure Global Advisors. An investor should consider investment objectives, risks, charges and expenses carefully before investing. Past performance is no guarantee of future results.

CFA® is a trademark owned by CFA Institute. The Chartered Financial Analyst (CFA) designation is issued by the CFA Institute. Candidates must meet one of the following prerequisites: undergraduate degree and 4 years of professional experience involving investment decision-making, or 4 years qualified work experience (full time, but not necessarily investment related). Candidates are then required to undertake extensive self-study programs (250 hours of study for each of the 3 levels) and pass examinations for all 3 levels.

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Laura Geritz, CEO

Eric Huefner, President
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