About GGSYX
The Grandeur Peak Global Stalwarts Fund Institutional Class is a mutual fund focused on achieving long-term capital growth by investing primarily in small- and mid-cap companies with economic ties to both U.S. and international markets. The fund employs a strategy centered on deep fundamental research to identify high-quality businesses whose current valuations may not fully reflect their long-term earnings potential. Its portfolio is diversified across sectors such as technology, consumer staples, industrials, and financials, with notable holdings in global companies spanning regions including the United States, Europe, and Asia. The fund is managed with an eye toward quality and value, generally leaning toward firms with strong growth prospects and underappreciated market positions. By emphasizing mid-growth firms and maintaining a moderate turnover rate, the Grandeur Peak Global Stalwarts Fund Institutional Class plays a distinctive role in the market by providing investors with exposure to a carefully curated selection of global small- and mid-cap equities, aiming to capitalize on underexplored opportunities worldwide.
Fund Family Grandeur Peak Funds
Category World Small/Mid Stock
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol GGSYX
Share Class Institutional Class
Index MSCI AC World Mid Cap TR USD
GGSYX had a total return of 7.83% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.70%.
