About GGSOX
Grandeur Peak Global Stalwarts Fund Investor Class is a mutual fund focused on achieving long-term capital growth by investing in a diversified portfolio of both domestic and international companies. Targeting primarily equity securities, the fund emphasizes companies with market capitalizations above $1.5 billion at the time of purchase, spanning developed, emerging, and frontier markets. Its investment philosophy centers on uncovering high-quality, growth-oriented businesses where current market valuations may understate their long-term earnings potential, utilizing fundamental research to assess quality, value, and momentum.
The fund typically holds between 130-160 companies, with its assets allocated across sectors such as technology, consumer defensive, industrials, and financial services. It is classified within the global small/mid-cap growth category, offering investors exposure to a broad universe of lesser-known companies that can sometimes be overlooked by larger institutional investors. With a moderate turnover ratio and an above-average expense ratio, the fund plays a niche role in the market, appealing to investors seeking diversified global growth through mid-cap equities.
Fund Family Grandeur Peak Funds
Category World Small/Mid Stock
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol GGSOX
Share Class Investor Class
Index MSCI AC World Mid Cap TR USD
GGSOX had a total return of 7.53% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.43%.
