Grandeur Peak Global Advisors

Grandeur Peak Global Advisors, LLC, established in 2011, is a Salt Lake City-based investment adviser specializing in discretionary investment management services. The firm manages the Grandeur Peak Funds, a family of no-load mutual funds, along with private investment funds and separately managed accounts. The Grandeur Peak Funds consist of various strategies, including Global Opportunities and International Stalwarts, catering to accredited investors. The firm's investment philosophy involves a process of quantitative screening and fundamental analysis to identify companies globally with above-average return potential over the long term. Grandeur Peak Global does not provide financial planning services and does not tailor services to individual needs within the Grandeur Peak Funds or private funds. The firm has $4.872 billion in assets under management as of December 31, 2024, all of which are discretionary assets. Grandeur Peak Global charges fees based on the assets under management for mutual funds, private investment funds, and separately managed accounts, with fee structures varying based on the specific investment strategy. The firm follows a Code of Ethics, engages in soft dollar arrangements for research services, and has a Proxy Voting Committee to oversee proxy voting activities. Grandeur Peak Global does not have custody of client assets directly but uses qualified custodians. The firm has no disciplinary events to report and maintains financial stability without any impairments to meeting client commitments.