About GPGIX
Grandeur Peak Global Opportunities Fund Institutional Class is a mutual fund that seeks long-term capital growth by investing primarily in small- and micro-cap companies across both domestic and international markets. Managed with a global perspective, the fund utilizes quantitative screening followed by fundamental analysis to select what it identifies as high-quality growth companies, regardless of geographic location. With a focus on diversification, it typically holds over 150 stocks spanning various sectors, including technology, consumer staples, industrials, healthcare, and financials. The fund’s strategy provides exposure to early-stage and niche market opportunities that are often overlooked by larger funds, making it particularly relevant for investors seeking participation in the global small-cap equity space. Since its inception in 2011, the fund has achieved a consistent long-term track record and is characterized by an annual dividend distribution, a moderate minimum investment requirement, and a total expense ratio of around 1.33%. This approach aims to capture growth from emerging leaders within the global small-cap universe, playing a distinctive role in the broader equity market by emphasizing both U.S. and international diversification.
Fund Family Grandeur Peak Funds
Category World Small/Mid Stock
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol GPGIX
Share Class Institutional Class
Index MSCI All Country World Small Cap TR
GPGIX had a total return of 11.27% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.85%.
