About GUSYX
The Grandeur Peak US Stalwarts Fund Institutional Class is a mutual fund designed to provide investors with exposure to a curated selection of small- to mid-cap growth companies within the United States. Its primary purpose is to deliver long-term capital appreciation by identifying and investing in stocks of companies that exhibit strong earnings growth potential, quality management, and reasonable valuations. The fund’s strategy centers on fundamental analysis, targeting firms that are often overlooked by larger institutional investors due to their market capitalization, but which demonstrate robust fundamentals and promising future prospects. Investments are diversified across sectors such as technology, industrials, consumer staples, and financials, with a concentrated focus on holdings showing both quality and momentum. As part of the broader investment landscape, the Grandeur Peak US Stalwarts Fund Institutional Class serves investors seeking growth opportunities in emerging market leaders, emphasizing a rigorous, research-driven approach to stock selection and portfolio management. The fund’s holdings are periodically updated, reflecting adjustments in response to evolving market conditions and company performance.
Fund Family Grandeur Peak Funds
Category Mid-Cap Growth
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol GUSYX
Share Class Institutional Class
GUSYX had a total return of 5.26% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.83%.
