We are committed to keeping our assets small because we believe nimbleness is a significant investment advantage in the small and micro cap space.
Salt Lake City, UT (PRWEB) December 19, 2012
Robert Gardiner, Grandeur Peak CEO and Portfolio Manager, added “We are really pleased with our first year and the progress our research team has made in traveling the world to find interesting undiscovered companies. We individually touched over 1000 companies this past year, and we remain excited about what we’re seeing. We have more work to do to tighten up our process, but I am amazed at what we have been able to accomplish since leaving Wasatch Advisors last year.”
Said Mark Siddoway, Head of Client Relations, “We have now been telling our story for over a year and have continued to find great interest in both the global small cap market segment and our team. The biggest challenge for many advisors is figuring out where our funds should be slotted within their overall allocation—as few people have global small cap, or even international small cap, broken out as a separate allocation at this point. We believe this same lack of attention is part of what makes global small caps such a compelling investment opportunity.”
Of the $400M under management, roughly $260M is in the Global Opportunities strategy and $140M is in the International Opportunities strategy. Firm President, Eric Huefner, said, “We will likely soft close our two initial strategies at around $400M in Global Opportunities and $300M in International Opportunities in order to leave future capacity for existing clients, potential performance, and other products in our global small cap pipeline. We are committed to keeping our assets small because we believe nimbleness is a significant investment advantage in the small and micro cap space. We have outlined a ten-year product roadmap for Grandeur Peak, and we will consider both the firm’s current and future products as we decide where to close each strategy."
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 small and micro 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.
The objective of both the Grandeur Peak Global Opportunities Fund and the Grandeur Peak International Opportunities Fund is long-term growth of capital. These funds are new and have limited operating history.
Mutual fund investing involves risks and loss of principal is possible. Investing in small and micro cap funds will be more volatile and loss of principal could be greater than investing in large cap or more diversified funds.
Investing in foreign securities entails special risks, such as currency fluctuations and political uncertainties, which are described in more detail in the prospectus. Investments in emerging markets are subject to the same risks as other foreign securities and may be subject to greater risks than investments in foreign countries with more established economies and securities markets.
An investor should consider investment objectives, risks, charges, and expenses carefully before investing. To obtain a prospectus, containing this and other information, visit http://www.grandeurpeakglobal.com or call 1-855-377-PEAK (7325). Please read it carefully before investing.
Grandeur Peak Funds will deduct a 2.00% redemption proceeds fee on Fund shares held 60 days or less. For more complete information including charges, risks and expenses, read the prospectus carefully.
Wasatch Advisors is not associated with Grandeur Peak Global Advisors.
Grandeur Peak Funds are distributed by ALPS Distributors, Inc (“ADI”). Eric Huefner and Mark Siddoway are registered representatives of ADI.