Liping Cai, CFA, MBA, serves as the lead portfolio manager with 19 years of industry experience and specific expertise in managing emerging markets investments across China, Hong Kong, and Taiwan. She joined Grandeur Peak in 2013 after spending six years on the equity research team at William Blair & Company, where she specialized in healthcare, retail, and real estate sectors while leading the firm's China-based research team. Blake Walker, CEO and co-founder, brings 24 years of industry experience and previously served as a partner and portfolio manager at Wasatch Advisors from 2001 to 2010. The management team combines deep emerging markets expertise with systematic investment processes, supported by Grandeur Peak's employee-owned structure that aligns management interests with long-term investment performance.

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The fund employs a disciplined bottom-up fundamental analysis approach focused on identifying high-quality growth companies in emerging and frontier markets. The investment philosophy centers on the belief that earnings growth drives long-term price performance, serving as the firm's 'north star' in navigating volatile emerging market conditions. Under normal market conditions, the fund invests at least 80% of assets in equity securities of companies economically tied to emerging or frontier markets, with primary focus on micro- to mid-cap companies with market capitalizations below $5 billion. The strategy emphasizes fundamental analysis including ESG considerations, though companies are not excluded solely based on ESG criteria, and maintains a patient, long-term investment approach with low portfolio turnover.

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