The fund is managed by a highly experienced team led by Robert T. Gardiner, who has been managing equity portfolios since 1986 and co-founded Grandeur Peak Global Advisors in 2011 after a successful 17-year tenure at Wasatch Advisors where he grew assets from $20 million to $11 billion. Blake H. Walker, co-founder and CIO, brings specialized expertise in Japan and Canada markets from his previous role as partner and portfolio manager at Wasatch Advisors. Dane Nielson, promoted to Portfolio Manager in 2024, adds international perspective with fluency in German, an MBA from Cambridge, and focus on North American markets. Spencer Hackett serves as Guardian Portfolio Manager with Japanese language fluency and extensive experience living in Japan. The team combines decades of small-cap investing experience with global market expertise and cultural understanding.

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The Fund seeks long-term growth of capital through a contrarian global equity investment approach. The strategy focuses on three categories: Core Contrarian (best-in-class but currently out-of-favor growth companies), Fallen Angels (temporarily challenged high-quality growth companies), and Undiscovered Gems (smaller undervalued growth companies). The Adviser employs quantitative screening followed by bottom-up fundamental analysis to identify value-based opportunities. The fund invests primarily in foreign and domestic small- and micro-cap companies with market capitalizations under $5 billion, with at least 40% of assets invested in companies domiciled outside the United States. The investment process combines disciplined global screening, rigorous company due diligence, and close attention to valuation, believing the best perspective comes from a broad, global view.

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