Grandeur Peak Global Advisors

Fee-Only (% of Portfolio)

Grandeur Peak Global provides investment management services to the Grandeur Peak Funds (a family of mutual funds), private investment funds, and separately managed accounts. Grandeur Peak Global does not provide financial planning services, nor does it advise clients in the selection of other investments that it does not manage. The firm's investment strategy involves quantitative screening followed by fundamental analysis to identify companies with above-average return potential.

Assets Under Management$4.9B
Clients18
Advisors16
Avg. per Client$270M
Avg. per Advisor$300M

Fee Structure

Minimum Investment:$50M
Investment management only (planning not offered)

Grandeur Peak Global manages investments for mutual funds, private funds, and separately managed accounts.

For separately managed accounts, the management fee for the International Opportunities strategy is 1.15% annually on the first $60 million and 0.90% on assets above $60 million. The management fee for the Global Stalwarts and International Stalwarts offerings is 0.70% annually. The management fee for the Global Explorer offering is 0.90% annually. Some clients pay performance-based fees.

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16 Advisors at this firm