About GPEOX
Grandeur Peak Emerging Markets Opportunities Fund Investor Class is a mutual fund focused on delivering long-term capital growth by investing primarily in micro- to mid-cap companies with significant economic ties to emerging and frontier markets. Its portfolio is diversified across industries and geographies, with a notable emphasis on sectors such as technology, industrials, consumer staples, and financial services. The fund typically holds over 20% of its assets in its top 10 holdings, reflecting a conviction in selected growth opportunities within the emerging markets category.
Classified within the Diversified Emerging Markets segment, the fund distributes its assets among a broad range of nations, concentrating especially on regions in Asia and Latin America. It is managed by a team employing proprietary analytics and research strategies to identify under-the-radar companies with growth potential. The fund's approach aims to capture the dynamic economic development of emerging economies, providing investors exposure to fast-growing, yet volatile, markets. While the fund is positioned for growth, its expense ratio is higher than many of its peers, and it carries a moderate to high degree of market risk inherent to emerging market equities.
Fund Family Grandeur Peak Funds
Category Diversified Emerging Mkts
Performance Rating Low
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol GPEOX
Share Class Investor Class
Index MSCI Emerging Markets SMID Cap TR IX
GPEOX had a total return of 19.05% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.21%.
