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Our active investment management style integrates fundamental bottom-up research, direct company interactions and our proprietary Quality + Value + Business Momentum framework. We utilize diversification and position size control as risk management tools.
We use quantitative tools to screen the global universe of about 40,000 companies based on the level, trend, and volatility* of various quality-focused financial metrics, including financial quality, revenue growth and net income growth.
* Volatility is a statistical measure of the dispersion of returns for a given security or market index.
Next, we apply qualitative analysis and quantitative tools to identify companies with quality business models, strong earnings per share growth and valuations that we believe are favorable based on earnings metrics.
Because we are long-term investors, we use calls and visits to evaluate management quality, best-in-class status or potential, and other qualitative characteristics.
For companies identified as high potential, we build a fundamental earnings model to assess growth potential.
We evaluate the company against its global peers by sector and geography. Our goal is to understand the relative attractiveness of the business model against competitors.
For companies identified as high potential, we assign quality, value and momentum scores as a way of standardizing company assessments. By adding this data to our analytics platform, we’re able to use our proprietary models to interpret and leverage actionable intelligence on companies.
We believe that tapping into the collective experience and insights of our research team can lead us to enhanced decision making.
The portfolio managers use the quality, value, momentum (QVM) framework for position sizing, portfolio construction, risk management and buy/sell discipline.
As long-term investors, we strive for low turnover of positions. We are continually reviewing and assessing our portfolios against new investment opportunities and additional information gained through ongoing due diligence.
We believe the best perspective comes from a broad, global view.
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IMPORTANT RISKS
Any investing, including in mutual funds, involves risks and loss of principal is possible. Investing in international or global funds, small- or micro-cap funds, or related strategies will be more volatile and the risk of principal loss could be greater than investing in domestic, large-cap or more diversified funds or strategies. Investing in foreign securities also entails special risks, such as currency fluctuations and political uncertainties, which are described in more detail in the prospectus. Investments in emerging markets are subject to greater risk than investments in the United States or in foreign countries with more established economies and securities markets.
Investment advisory services for the Grandeur Peak Funds and related separately managed accounts are provided by Grandeur Peak Global Advisors, LLC, a federally registered investment adviser.
Grandeur Peak Funds are distributed by Northern Lights Distributors LLC. Member FINRA. Northern Lights Distributors, LLC. is not affiliated with Grandeur Peak Global Advisors, LLC or Foreside Financial Services, LLC.