About GPGEX
Grandeur Peak Global Explorer Fund Institutional Class is an actively managed mutual fund focused on equity investments in micro- to mid-cap companies around the globe. The fund seeks to achieve long-term capital growth by identifying firms, typically with market capitalizations below $5 billion, that the management team believes are positioned for sustainable expansion based on a geography-focused investment approach. Its portfolio represents a broad mix of sectors, including technology, industrials, financials, consumer staples, and healthcare, with exposure to both U.S. and international markets. Typically, the fund holds a diversified set of hundreds of equity positions, but with a non-diversified structure, enabling more concentrated bets when conviction is high. Designed for institutional investors, it features an above-average expense ratio for its peer group and requires a minimum initial investment. The fund’s benchmark comparisons include the MSCI ACWI Small Cap Index, reflecting its focus on the global small- and mid-cap equity segment. Through its specialized strategy, the fund plays a role in offering investors access to a dynamic segment of equities that can drive diversification and potential growth in a broader portfolio.
Fund Family Grandeur peak global
Category World Small/Mid Stock
Stock Exchange NASDAQ
Ticker Symbol GPGEX
Share Class Institutional Class
Index MSCI All Country World Small Cap TR
GPGEX had a total return of 5.71% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.63%.