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Monday, June 10, 2013

Grandeur Peak Prepares a Flagship

Reported by Nicole Spector

As it looks to grow its global footprint among smaller firms,Grandeur Peak Global Advisors [profile] is readying to launch the Grandeur Peak Global Reach Fund.

Scheduled to be unveiled on June 19, the new fund is the apple of Robert Gardinier's eye.

He says the fund, a global small/micro cap product, will be the umbrella portfolio for the rest of the companies small/micro cap funds. 

Gardiner is eyeing over 30,000 companies in narrowing down which are best to invest in.

Company Press Release

Grandeur Peak to Launch Global Reach Fund June

The Firm’s Flagship Global Fund

Salt Lake City, Utah (May 29, 2013) – Grandeur Peak Global AdvisorsSM announced today that it will launch a new global equities fund as the firm continues to expand its footprint among smaller companies around the world. The Grandeur Peak Global Reach Fund (GPROX/GPRIX) will launch June 19, 2013 with a broad mandate to find what the firm believes are the most interesting equity investments anywhere in the world.

Said Robert Gardiner, CEO & Portfolio Manager, “We founded Grandeur Peak to be a world class global small/micro cap boutique, and the Global Reach Fund will be our flagship portfolio.  It will contain our 300-500 favorite equity investment ideas globally and become the umbrella portfolio for all of our other small/micro cap funds.  Our primary focus remains on small and micro cap companies because that is where we believe the most interesting opportunities lie.”? 

The Global Reach Fund will have a similar investment focus to the Grandeur Peak Global Opportunities Fund, which was closed to new investors on May 1, 2013.  The Global Reach Fund will be more diversified, with 300-500 holdings, while the Global Opportunities Fund will continue to become increasingly concentrated in just 100-150 companies. Continued Mr. Gardiner “we’re looking at over 30,000 companies around the world and it’s easy to find 300-500 really interesting investments—what we believe to be the best 1-2% of our investable universe.  Blake & I have managed long?list global portfolios since 2008.  We believe this type of fund can beat the market over the long-term because of the opportunities and inefficiencies in the global small cap space, while also reducing portfolio risk by investing in a very diversified basket of quality companies.

Chief Investment Officer and Portfolio Manager, Blake Walker, added “We are pleased to add Amy Hu Sunderland, Randy Pearce, and Spencer Stewart as Associate Portfolio Managers on the Global Reach Fund.  Like all Grandeur Peak Funds, the entire research team will be involved in managing the Fund.  We have a very collaborative approach, with a unified goal of delivering for our shareholders.  Amy, Randy, and Spencer joined Grandeur Peak when we founded the firm in 2011.  They are great analysts and have been instrumental in the success our existing funds have experienced to date.”

?President, Eric Huefner, discussed how the new Fund fits into the firm’s vision, saying: “In founding Grandeur Peak we laid out a product roadmap within the global small cap space. There are 6-7 strategies that we would ultimately like to manage within this arena. The Global Reach Fund will be the umbrella strategy, with sub-strategies drawing from this portfolio of holdings and being more concentrated—including our two existing strategies, Global Opportunities and International Opportunities.  There will be overlap in our strategies, so we look at capacity at not just the individual portfolio level, but more importantly at the firm level.  We recently closed our existing strategies at very low asset levels not because we were feeling a capacity pinch, but in part to leave room for future funds that we intend to launch, like the Global Reach Fund.”

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