Grandeur Peak Global Advisors offers portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and also performs business activities as . Our investment process requires that we roll up our sleeves, conducting intensive research to build a detailed understanding of companies and their prospects. Learn more about mutual funds at fidelity.com. Read the prospectus carefully before investing. Grandeur Peak Emerg Mkts Opps Inv GPEOX Morningstar Analyst Rating Quantitative rating as of Oct 31, 2020. The Company offers portfolio management, financial planning, and investment advisory services. KEY INFORMATION (a) Full name of discloser: Grandeur Peak Global Advisors,LLC (b) Owner or controller of interests and short … 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. Gross / Grandeur Peak Investments, L.L.C. Diversification does not eliminate the risk of experiencing investment loss. With 1,781 constituents, the index represents approximately 14 percent of the free float-adjusted market capitalization in the US. See what it costs to invest in GPGIX and uncover hidden expenses, to decide if GPGIX is the best investment for you. Grandeur Peak Funds are distributed by ALPS Distributors, Inc. (ADI). 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. ADI is not affiliated with Grandeur Peak Global Advisors. Investing in foreign and smaller companies risks may increase the volatility of the funds and the potential loss of principal. Expense ratios as of prospectus dated See Grandeur Peak International Stalwarts Fd (GISOX) mutual fund ratings from all the top fund analysts in one place. If you have any questions, don’t hesitate to reach out to me, Mark Siddoway, or Amy Johnson. Rondure is led by Laura Geritz, a seasoned global investor with a passion for excellence. Separately Managed Accounts and related investment advisory services are provided by Grandeur Peak Global Advisors, a federally regulated Investment Advisor. Rondure … Analyze the Fund Grandeur Peak International Stalwarts Fund Investor Class having Symbol GISOX for type mutual-funds and perform research on other mutual funds. Gross / Grandeur Peak Global Reach Fund - The investment seeks long-term growth of capital. It does not include emerging markets. You cannot invest directly in these or any indices. You cannot invest directly in these or any indices. Gross / GPIOX - Grandeur Peak International Opportunities Fund Investor Class has disclosed 162 total holdings in their latest SEC filings. Net, Grandeur Peak Global Stalwarts Fund (GGSOX/GGSYX) - Inception date of are: GPEOX: 3The MSCI ACWI Small Cap Value Index is designed to measure the equity market performance of small-cap companies exhibiting overall value-style characteristics across developed and emerging markets globally. Grandeur Peak Global Advisors, LLC operates as an investment management firm. MSCI makes no express or implied warranties or representations and shall have no liability whatsoever with respect to any MSCI data contained herein. Open to new investors who purchase directly from Grandeur Peak Funds. Price target in 14 days: 4.741 USD. Grandeur Peak story: Fastenal Gains As Market Dips What You Should Know Nasdaq and other headlines for Grandeur Peak Global are: GGSOX: Their last reported 13F filing for Q3 2020 included $1,477,074,000 in managed 13F securities and a top 10 holdings concentration of 53.11%. Grandeur Peak Global Advisors, LLC operates as an investment management firm. Grandeur Peak Investments, L.L.C. GUSYX. Miranda Jacobs | Salt Lake City, Utah | Research Analyst at Grandeur Peak Global Advisors, LLC | 367 connections | View Miranda's homepage, profile, activity, articles ADI is not affiliated with Grandeur Peak Global Advisors. Mutual fund investing involves risks and loss of principal is possible. All content is posted anonymously by employees working at Grandeur Peak Global. 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. For a trust, the trustee(s), settlor and beneficiaries must be named. Net, GPRIX: See Grandeur Peak International Stalwarts Fd (GISYX) mutual fund ratings from all the top fund analysts in one place. Mission Strategies. 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). For long-term investors, funds are a good investment, especially during periods of market volatility. Learn more about mutual funds at … The Fund invests primarily in foreign and domestic small- and micro-cap companies. 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. The company's filing status is listed as Active and its File Number is 6244757-0160. The Fund will typically invest in securities issued by companies domiciled in at … Gross / Expense ratios as of prospectus dated 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. Grandeur Peak Funds is a company that sells mutual funds with $4,422M in assets under management. 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. You cannot invest directly in these or any indices. Grandeur Peak Global Advisors, LLC had filed a previous 13F-HR on May 18, 2020 disclosing 64,405 shares of Esquire Financial Holdings, Inc. at a value of $969,000 USD. 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 International Opportunities Fund Investor Class Fund Price Forecast, GPIOX fund price prediction. Net, GISYX: You cannot invest directly in these or any indices. Net, Grandeur Peak Global Opportunities Fund (GPGOX/GPGIX) - Inception date of For long-term investors, funds are a good investment, especially during periods of market volatility. investment, market cap and category. 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. The Company offers portfolio management, financial planning, and investment advisory services. Grandeur Peak Global Advisors, LLC. Separately Managed Accounts and related investment advisory services are provided by Grandeur Peak Global Advisors, a federally regulated Investment Advisor. You cannot invest directly in these or any indices. Net, GPIIX: Effective immediately, the Grandeur Peak Global Opportunities Fund, Grandeur Peak International Opportunities Fund, and Grandeur Peak Global Reach Fund will re-open to existing shareholders and to new shareholders who purchase directly from Grandeur Peak Funds. are: GPGCX: 100.00% of all the mutual funds are no load funds. The company's filing status is listed as Active and its File Number is 6244757-0160. Grandeur Peak US Stalwarts Fund Institutional Class + Add to watchlist. Grandeur Peak Global Contrarian Fund seeks long-term growth of capital by investing in foreign and domestic small- and micro-cap companies. We take 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. The average manager tenure for all managers at Grandeur Peak Funds is 5.1 years. Gross / Expense ratios as of prospectus dated Net, GPEIX: Separately Managed Accounts and related investment advisory services are provided by Grandeur Peak Global Advisors, a federally regulated Investment Advisor. Glassdoor gives you an inside look at what it's like to work at Grandeur Peak Global, including salaries, reviews, office photos, and more. †Performance for less than one year is cumulative. You cannot invest directly in these or any indices. © 2011-2020 Grandeur Peak Global Advisors, LLC. Learn more about mutual funds at fidelity.com. Grandeur Peak Global Advisors ® is a micro to mid-cap global equities investment firm comprised of a highly seasoned and collaborative research team. Search SEC filings. 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 is a beautiful mountain peak overlooking the Salt Lake valley which provides stunning views of the valley below and beyond. 12The MSCI US Small Cap Index is designed to measure the performance of the small-cap segment of the US equity market. At Rondure, everyone's primary role is Analyst, creating a flat organization lead by intelligent people asking the right questions. 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. Analyze the Fund Grandeur Peak International Opportunities Fund Investor Class having Symbol GPIOX for type mutual-funds and perform research on other mutual funds. The oldest fund launched was in 2011. With 340 constituents, the index covers approximately 15 percent of the free float-adjusted market capitalization in the US. The manager's has disclosed holdings from 12/31/12 to 06/30/20. 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. 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. Gross / Performance data does not reflect the deduction of this redemption fee or taxes, which if reflected, would reduce the performance quoted. are: GPIOX: Track performance, allocation, dividends, and risks. A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE. Expense ratios as of prospectus dated Grandeur Peak US Stalwarts Fund Institutional Class. Find the latest Grandeur Peak Global Stalwarts (GGSOX) stock quote, history, news and other vital information to help you with your stock trading and investing. Investment returns and principal value will fluctuate and shares, when redeemed, may be worth more or less than their original cost. 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. They operate 2 private funds and have approximately $2.93 billion in total assets under management (AUM). Best Regards, Eric Huefner President & COO 801-384-0003 The objective of all Grandeur Peak Funds is long-term growth of capital. Grandeur Peak runs just $2.5 billion, giving it a leg up over Wasatch in investing in small and midsize companies. 7The MSCI ACWI Mid Cap Index is designed to measure the equity market performance of mid-cap companies across developed and emerging markets globally. 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. An investor should consider investment objectives, risks, charges, and expenses carefully before investing. Separately Managed Accounts and related investment advisory services are provided by Grandeur Peak Global Advisors, a federally regulated Investment Advisor. Current performance may be higher or lower than the performance quoted. Grandeur Peak International Opps Inv GPIOX Morningstar Analyst Rating Quantitative rating as of Oct 31, 2020. Grandeur Peak Global Advisors, LLC | 387 followers on LinkedIn. Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / … 2The MSCI Emerging Markets IMI index is designed to measure the equity market performance of large, mid, and small-cap companies across emerging markets. 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