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From inception, 2011
Grandeur Peak Global Global Explorer Fund, Portfolio Manager
Grandeur Peak Global Micro Cap Fund, Portfolio Manager
Grandeur Peak Global Opportunities Fund, Guardian Portfolio Manager
Grandeur Peak Global Reach Fund, Portfolio Manager
China, India, South America
20 years
Ms. Sunderland was a junior and later senior research analyst at Wasatch Advisors from 2003-2011. She was a general analyst on the Wasatch Small Cap Growth Fund (WAAEX) and the Wasatch Micro Cap Fund (WMICX), as well as a consumer sector specialist. Before Wasatch, Ms. Sunderland worked on the Goldman Sachs Private Wealth Management Team.
CFA charterholder
University of Utah, BS in Finance and Business Information Systems, magna cum laude
Mandarin Chinese
China
Ms. Sunderland moved to Salt Lake City from China at age 10, bought her first house at age 12, and built a successful real estate business. She began investing in stocks at age 14 and has been a passionate investor ever since.
Amy enjoys reading, kickboxing, basketball, camping, hiking, and traveling to places that are off the beaten path.
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.