Grandeur Peak Global Advisors® announced today that the International Stalwarts Fund (GISYX/GISOX) will close to new investors through intermediary platforms.

SALT LAKE CITY, UT, USA, May 27, 2020 /EINPresswire.com/ -- Grandeur Peak Global Advisors^® announced today that the Grandeur Peak International Stalwarts Fund (GISYX/GISOX) will close to new investors through intermediary platforms after June 10, 2020. The Fund will remain open to existing investors. Retirement plans and financial advisors with existing clients in the Fund will still be able to invest in the Fund for existing as well as new clients as long as their clearing platform will allow this exception. The Fund will remain open to new investors who purchase directly from Grandeur Peak Funds.

The International Stalwarts Fund recently reached $1 billion under management, and the investment strategy in total is now roughly $2 billion. Said CEO, Blake Walker, “We carefully review capacity at the firm level and strategy level. We are committed to keeping all of our investment strategies small enough to be able to fully pursue their investment strategies without being encumbered by either their individual asset base or the firms’ collective asset base. Achieving performance for our clients will always be our paramount objective.”

The International and Global Stalwarts Funds will reach their five-year anniversary this September. Eric Huefner, President, added, “When we launched the Stalwarts Funds, we talked about capacity across the Stalwarts line being in the $5-7 billion range given the Stalwarts’ focus on more liquid SMid-cap (small- and mid-cap) companies. We also hoped that the Stalwarts Funds would therefore be able to stay open to clients longer than many of our small/micro-cap funds. We are moving the International Stalwarts strategy to soft closed to protect existing investors’ continued access to the Fund.”

Huefner continued, “We have been very encouraged by the performance of the Stalwarts Funds and the value they have added to our collaborative research process over the last 4½ years (click here for Fund performance). We are excited to have recently added the US Stalwarts Fund to the Stalwarts line. The Global Stalwarts and US Stalwarts funds both remain open to new and existing shareholders. Part of the decision to close the International Stalwarts Fund is to preserve space for future assets in the Global Stalwarts strategy. Managing “sister” funds like the three Stalwarts Funds allows us to provide investment opportunities to a diverse breadth of investors.”

About Grandeur Peak Global Advisors
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. Our bias is towards micro to mid-cap companies because we believe we can find faster growth among these firms, and often at better valuations due to the lack of analyst coverage. Grandeur Peak Global Advisors, LLC is an employee-owned investment adviser headquartered in Salt Lake City, Utah and registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940.

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The objective of all the Grandeur Peak Funds is long-term growth of capital. The US Stalwarts Fund is new and has limited operating history.

RISKS:
Mutual fund investing involves risks and loss of principal is possible. Diversification does not eliminate the risk of experiencing investment loss. Investing in small-cap funds will be more volatile and loss of principal could be greater than investing in large cap or more diversified funds.

An investor should consider investment objectives, risks, charges, and expenses carefully before investing. To obtain a prospectus, containing this and other information, visit www.grandeurpeakglobal.com or call 1-855-377-PEAK (7325). Please read it carefully before investing.

Grandeur Peak Funds will deduct a 2.00% redemption proceeds fee on Fund shares held 60 days or less. For more complete information including charges, risks and expenses, read the prospectus carefully.

Grandeur Peak Funds are distributed by ALPS Distributors, Inc (“ADI”). Grandeur Peak Global Advisors is not affiliated with ADI. Eric Huefner is registered representative of ADI.

GPG000953 5/31/2021

Eric Huefner
Grandeur Peak Global Advisors
801-384-0003
email us here