The Fund invests primarily in small- and micro-cap companies domiciled in emerging or frontier markets. Grandeur Peak Intl Stalwarts Inv GISOX Morningstar Analyst Rating Quantitative rating as of Oct 31, 2020. Investment returns and principal value will fluctuate and shares, when redeemed, may be worth more or less than their original cost. Diversification does not eliminate the risk of experiencing investment loss. Grandeur Peak Global Advisors Llc is an investment advisor that manages 2.4 BN dollars in regulatory AUM and has 26 employees, of which 19 perform investment advisory functions. Track performance, allocation, dividends, and risks. Investing in mutual funds such as Grandeur Peak may seem like a challenging task, but doing a little research and knowing your investing goals makes it easier. 7The MSCI ACWI Mid Cap Index is designed to measure the equity market performance of mid-cap companies across developed and emerging markets globally. Grandeur Peak Partnership. With 1,781 constituents, the index represents approximately 14 percent of the free float-adjusted market capitalization in the US. The companies are Western Hifu PLLC, Grandeur Peak Investments LLC, American Foundation For Healthy Living, Skg Investments LC, Gange Consulting LC, and Western Intermountain Integrated Sexual Health PC. Net, GPRIX: Under normal market conditions, the Adviser will invest the fund's assets primarily in equity securities of foreign and domestic companies with market capitalizations of more than $1.5 billion at the time of purchase. Grandeur Peak Global Advisors, LLC | 384 followers on LinkedIn. Please include a cover note identifying the position in which you are interested and why you might be a good fit for that role at Grandeur Peak Global Advisors. Analysts with a global view, giving us a better understanding of the playing field and the opportunities globally, We believe the most compelling source of growth in the next decade will be in global micro to mid-cap companies, Seasoned, award-winning portfolio managers with a strong team of analysts, Disciplined research approach that has been refined over the past 25+ years, A relatively small asset base under the guidance of an experienced team, WE ARE THOROUGH AND PASSIONATE GLOBAL INVESTORS, WE ARE BUILDING WHAT WE BELIEVE TO BE THE HIGHEST QUALITY PORTFOLIOS, WE ARE CONSISTENT IN OUR APPROACH AND PROCESS, WE ARE CANDID WITH EACH OTHER AND OUR CLIENTS. See the prospectus for additional information regarding Fund expenses.Grandeur Peak Global Advisors will deduct a 2.00% redemption proceeds fee on Fund shares held 60 days or less. Expense ratios as of prospectus dated 12The MSCI US Small Cap Index is designed to measure the performance of the small-cap segment of the US equity market. ADI is not affiliated with Grandeur Peak Global Advisors. An investor should consider investment objectives, risks, charges and expenses carefully before investing. An investor should consider investment objectives, risks, charges, and expenses carefully before investing. For long-term investors, funds are a good investment, especially during periods of market volatility. Mission Strategies. Gross / Mr. Madsen: Grandeur Peak is a Salt Lake City … Net, Grandeur Peak International Opportunities Fund (GPIOX/GPIIX) - Inception date of Separately Managed Accounts and related investment advisory services are provided by Grandeur Peak Global Advisors, a federally regulated Investment Advisor. Investing in foreign securities entails special risks, such as currency fluctuations and political uncertainties, which are described in more detail in the prospectus. Grandeur Peak Funds are distributed by ALPS Distributors, Inc. (ADI). The Fund will typically invest in securities issued by companies domiciled in at … Net, Grandeur Peak Global Micro Cap Fund (GPMCX) - Inception date of 8The MSCI ACWI ex USA Small Cap Index is designed to measure the equity market performance of small-cap companies across developed and emerging markets globally, excluding the United States. You cannot invest directly in these or any indices. 9The MSCI ACWI ex USA IMI Index is designed to measure the equity market performance of large, mid, and small-cap companies across developed and emerging markets globally, excluding the United States. Deputy Chief Investment Officer at Grandeur Peak Global Advisors Salt Lake City, UT. Creating the highest quality portfolio is our first priority, Everyone in the firm is involved in the research process, Each member of the research team also acts as a general analyst vetting every investment opportunity considered for our funds, We believe that tapping into the experience and insights from across the team will push us to peel the onion a layer deeper and be better investors, A rigorous screening process helps to ensure that we are turning over every rock, Getting off the beaten path is what makes our specialty focus exciting, Our investment niche requires discipline and a strong work ethic, We work hard, and our shared passion for global investing makes it fun, We started with mutual funds because we wanted anyone with our shared global vision to be able to invest with us, Those who join us will be treated as partners in our firm, with open and candid two-way communications. Grandeur Peak Funds are distributed by ALPS Distributors, Inc. (ADI). You cannot invest directly in these or any indices. Gross / Grandeur Peak Global Advisors, LLC operates as an investment management firm. As the CEO and majority owner of Rondure Global Advisors, Ms. Geritz has her own research and client team. See Grandeur Peak Global Opportunities Fund (GPGOX) mutual fund ratings from all the top fund analysts in one place. You are welcome to send your resume to ehuefner@grandeurpeakglobal.com to be considered for an open position, or for future consideration. Gross / The Rondure Global Advisors and Grandeur Peak Global Advisors partnership is based on the mutual admiration built over the years, between individuals in the global investment business. View & analyze the GPGOX fund chart by total assets, risk rating, Min. GPIOX - Grandeur Peak International Opportunities Fund Investor Class has disclosed 162 total holdings in their latest SEC filings. Investing in mutual funds such as Grandeur Peak may seem like a challenging task, but doing a little research and knowing your investing goals makes it easier. You can view more information on Grandeur Peak Global Advisors including private fund info, contact info, top management and executives, website, email addresses, and more below: Expense ratios as of prospectus dated Grandeur Peak story: Investments in digital tech will save our 2021 fiscal Group CEO,WNS ETCIOcom and other headlines for Grandeur Peak Global Grandeur Peak International Opps Inv GPIOX Morningstar Analyst Rating Quantitative rating as of Oct 31, 2020. Rondure … Learn more about mutual funds at fidelity.com. Net, GPIIX: Grandeur Peak Global Advisors is a hedge fund company based in Salt Lake City, UT. 2The MSCI Emerging Markets IMI index is designed to measure the equity market performance of large, mid, and small-cap companies across emerging markets. is an Utah Domestic LLC filed on June 1, 2006. 13F Filings. You cannot invest directly in these or any indices. Grandeur Peak Global Advisors ® is a micro to mid-cap global equities investment firm comprised of a highly seasoned and collaborative research team. 10The MSCI ACWI ex USA Mid Cap Index is designed to measure the equity market performance of mid-cap companies across developed and emerging markets globally, excluding the United States. Expense ratios as of prospectus dated is an Utah Domestic LLC filed on June 1, 2006. Investing in mutual funds such as Grandeur Peak may seem like a challenging task, but doing a little research and knowing your investing goals makes it easier. Investing in foreign and smaller companies risks may increase the volatility of the funds and the potential loss of principal. Separately Managed Accounts and related investment advisory services are provided by Grandeur Peak Global Advisors, a federally regulated Investment Advisor. Grandeur Peak reminds us of three important things: We believe the best perspective comes from a broad, global view; We believe successful investing, like climbing, takes preparation, discipline, and passion; We are hired by our clients in a joint endeavor to ascend the peak, and we will strive to build a trusted friendship throughout the climb. are: GISOX: 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. Wasatch Global Investors is a comprehensive small-cap equity manager singularly focused on delivering superior risk-adjusted … Grandeur Peak story: Fastenal Gains As Market Dips What You Should Know Nasdaq and other headlines for Grandeur Peak Global Expense ratios as of prospectus dated More Take Action. Separately Managed Accounts and related investment advisory services are provided by Grandeur Peak Global Advisors, a federally regulated Investment Advisor. Grandeur Peak Global Advisors, LLC. It manages separate client-focused portfolios and equity mutual funds for its clients. 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. Annotate, download XLSX & look up similar tables Thank you for being an investor in the Grandeur Peak Funds. Grandeur Peak Funds are distributed by ALPS Distributors, Inc. (ADI). Please read it carefully before investing. We have a veteran team creating a uniquely collaborative and passionate environment that is contagious, and which constantly pushes us to raise our game. Net, GISYX: The largest investments include Wns Holdings … Grandeur Peak US Stalwarts Fund Institutional Class. Grandeur Peak Global Advisors, LLC investor performance is calculated on a quarterly basis. Most recent portfolio value is calculated to be $ 622,150,063 USD. Please read it carefully before investing. Add to watchlist; Add to portfolio ; Price (USD) 17.91; Today's Change 0.14 / 0.79%; 1 Year change--Data delayed at least 15 minutes, as of Oct 23 2020. The Company offers portfolio management, financial planning, and investment advisory services. AMERICAN FOUNDATION FOR … Grandeur Peak Investments, L.L.C. For long-term investors, funds are a good investment, especially during periods of market volatility. It does not include emerging markets. Mutual fund investing involves risks and loss of principal is possible. Grandeur Peak Global Advisors, LLC operates as an investment management firm. 5The MSCI World Micro Cap Index is designed to measure the equity market performance of micro-cap companies across developed markets globally. Grandeur Peak Global Advisors is a hedge fund with 10 clients and discretionary assets under management (AUM) of $4,581,059,293 (Form ADV from 2020-06-01). Glassdoor gives you an inside look at what it's like to work at Grandeur Peak Global, including salaries, reviews, office photos, and more. Click the link to obtain a Prospectus, which contain this and other information, or call 1.855.377.PEAK (7325). For a trust, the trustee(s), settlor and beneficiaries must be named. Grandeur Peak Funds General Information Description. are: GPGOX: The Fund invests primarily in foreign and domestic small- and micro-cap companies. ADI is not affiliated with Grandeur Peak Global Advisors. You cannot invest directly in these or any indices. Actual Assets Under Management (AUM) is this value plus cash (which is not disclosed). Search SEC filings. You are welcome to send your resume to ehuefner@grandeurpeakglobal.com to be considered for an open position, or for future consideration. Learn more about mutual funds at … The fund invests primarily in foreign and domestic small- and micro-cap companies. Grandeur Peak Global Advisors, LLC ownership in KBAL / Kimball International, Inc. November 17, 2020 - Grandeur Peak Global Advisors, LLC has filed a 13F-HR form disclosing ownership of 12,374 shares of Kimball International, Inc. (US:KBAL) with total holdings valued at $130,000 USD as of September 30, 2020. Gross / 1The MSCI Emerging Markets SMID Cap Index is designed to measure the equity market performance of small and mid-cap companies across emerging markets. The Company offers portfolio management, financial planning, and investment advisory services. GRANDEUR PEAK INVESTMENTS, L.L.C. are: GGSOX: The Advisor may absorb certain Fund expenses, without which total return would have been lower. Net, Grandeur Peak Global Stalwarts Fund (GGSOX/GGSYX) - Inception date of For long-term investors, funds are a good investment, especially during periods of market volatility. Please include a cover note identifying the position in which you are interested and why you might be a good fit for that role at Grandeur Peak Global Advisors. It is headquartered in Denver, Colorado. Grandeur Peak Global Advisors, LLC operates as an investment management firm. Price target in 14 days: 4.741 USD. Gross / Separately Managed Accounts and related investment advisory services are provided by Grandeur Peak Global Advisors, a federally regulated Investment Advisor. With 340 constituents, the index covers approximately 15 percent of the free float-adjusted market capitalization in the US. Gross / Expense ratios as of prospectus dated You cannot invest directly in these or any indices. See Grandeur Peak Global Stalwarts Fund (GGSYX) mutual fund ratings from all the top fund analysts in one place. To obtain a Grandeur Peak Funds prospectus, containing this and other information, visit www.grandeurpeakglobal.com or call 1-855-377-PEAK (7325). Net. Grandeur Peak Global Advisors, LLC | 387 followers on LinkedIn. MSCI makes no express or implied warranties or representations and shall have no liability whatsoever with respect to any MSCI data contained herein. Grandeur Peak Global Advisors® is a micro to mid-cap global equities investment firm comprised of a highly seasoned and collaborative research team. Learn more about mutual funds at fidelity.com. Actions. © 2011- Grandeur Peak Global Advisors, LLC. Net, Grandeur Peak Global Opportunities Fund (GPGOX/GPGIX) - Inception date of © 2011-2020 Grandeur Peak Global Advisors, LLC. Laura Geritz, Founder & CEO, Rondure Global Advisors > Laura is an exceptional bottom-up investor whom we have known for over a decade and who shares many of our investment philosophies. are: GPMCX: All rights reserved. Net, Grandeur Peak Global Reach Fund (GPROX/GPRIX) - Inception date of The Registered Agent on file for this company is Lane C Childs and is located at 4252 S Highland Dr Ste 200, Salt Lake City, UT 84124. KEY INFORMATION (a) Full name of discloser: Grandeur Peak Global Advisors,LLC (b) Owner or controller of interests and short … Grandeur Peak Investments, L.L.C. Gross / Expense ratios as of prospectus dated Gross / To be the preeminent global micro to mid-cap investment firm with each investor valued as a partner on our team. Analyze the Fund Grandeur Peak International Stalwarts Fund Investor Class having Symbol GISOX for type mutual-funds and perform research on other mutual funds. Investing in mutual funds such as Grandeur Peak may seem like a challenging task, but doing a little research and knowing your investing goals makes it easier. A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE. There are 6 company that have an address matching 4252 S Highland Dr Ste 200 Salt Lake City, UT 84124. Click the link to obtain a Prospectus, which contain this and other information, or call 1.855.377.PEAK (7325). An investor should consider investment objectives, risks, charges, and expenses carefully before investing. Learn More > INDEPENDENT COMMITTED DISCIPLINED SPECIALISTS. Grandeur Peak Funds are distributed by ALPS Distributors, Inc. (ADI). The fund's latest filing disclosed 1BN in positions, representing 53% of the manager's regulatory AUM. RISKS: Mutual fund investing involves risks and loss of principal is possible. Grandeur Peak Global Advisors,LLC (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. 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