Given the strength of the US market since the Great Financial Crisis, it’s easy to look globally and see more attractive valuations abroad, and the move towards passive investing provides increased value in active managers familiar with these markets.
Salt Lake City, UT (PRWEB) May 01, 2017
Rondure Global Advisors, the firm recently founded by former Wasatch portfolio manager Laura Geritz in collaboration with Grandeur Peak Global Advisors, announced the launch of the firm’s first mutual funds. The Rondure New World Fund and Rondure Overseas Fund will be managed by Laura Geritz (CFA, MA), Founder & CEO of Rondure Global Advisors, along with her team. The Funds will focus on high quality, “core” equities and take a long-term view.
The Rondure New World Fund is an index agnostic total return portfolio designed to identify high quality, core businesses tied to the world’s developing economies. The Fund will invest primarily in equity securities in emerging and frontier markets, or in companies having significant exposure to these developing countries. See the Prospectus for additional fund detail.
The Rondure Overseas Fund is an index-agnostic total return portfolio investing in the world’s developed economies outside of the United States. The Fund will invest in what it believes to be the best equity investments available without regard to benchmark weightings in regions, countries or industries. See the Prospectus for additional fund detail.
Ms. Geritz’s investment philosophy is based on finding high quality, “core” companies which can provide sustainable returns over a long-term investment horizon. The investment process begins with extensive screening, followed by bottom-up research and rigorous company due diligence. Ms. Geritz describes the opportunity this way: “We are different. We are the anti-index. We believe being an active manager with a ‘go-anywhere’ approach allows us to find the best investment opportunities, wherever they may be. We seek to invest in great companies at good prices and good companies at great prices.” Ms. Geritz sees the trend towards passive, index-mirroring investment strategies as an opportunity to have high active share in her portfolios. “Given the strength of the US market since the Great Financial Crisis, it’s easy to look globally and see more attractive valuations abroad, and the move towards passive investing provides increased value in active managers familiar with these markets. I’m enthusiastic about launching these Funds,” commented Ms. Geritz.
The Rondure Funds are available beginning May 1st for direct investment at http://www.rondureglobal.com and through several intermediary channels. Rondure Global Advisors is seeking broad distribution for the new funds. For questions on availability through a specific distribution platform, please contact your investment representative at that intermediary (or contact Eric Huefner at Rondure Global Advisors).
Please visit http://www.rondureglobal.com to learn more about the firm, the investment team, and to read the CEO letter and latest travel journal. Ms. Geritz provides her insights into the culture and investment opportunities around the world in her engaging “free verse” journal entries.
Ms. Geritz is a 20-year industry veteran who was the founding portfolio manager of the Wasatch Frontier Emerging Small Countries Fund and a former lead portfolio manager of the Wasatch Emerging Markets Small Cap Fund and the Wasatch International Opportunities Fund. Rondure Global Advisors was founded by Ms. Geritz in late 2016 in partnership with Grandeur Peak Global Advisors. Rondure and Grandeur Peak share an office in Salt Lake City and collaboratively leverage the knowledge and skill of the two research teams and back-office staff.
For more information, please contact Laura Geritz (lgeritz(at)rondureglobal(dot)com) or Eric Huefner (ehuefner(at)grandeurpeakglobal(dot)com)
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 on 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 and registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940
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.
An investor should consider investment objectives, risks, charges and expenses carefully before investing. Visit http://www.rondureglobal.com to obtain a Rondure Funds Prospectus, which contain this and other information, or call 1.855.775.3337. Read the prospectus carefully before investing.
Wasatch Advisors and the Wasatch Funds are not affiliated with Rondure Global Advisors or Grandeur Peak Global Advisors. An investor should consider investment objectives, risks, charges and expenses carefully before investing. Visit http://www.wasatchfunds.com to obtain a Wasatch Funds Prospectus, which contain this and other information. Read the prospectus carefully before investing.
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.
The Rondure Funds, Grandeur Peak Funds, and Wasatch Funds are distributed by Alps Distributors Inc. (ADI). ADI is not affiliated with Rondure Global Advisors, Grandeur Peak Global Advisors, or Wasatch Advisors. Eric Huefner is a registered representative of ADI. RON000121 5/31/18