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Since 2013
Grandeur Peak Emerging Markets Opportunities Fund, Guardian Portfolio Manager
Grandeur Peak Global Explorer Fund, Portfolio Manager
Grandeur Peak Global Reach Fund, Portfolio Manager
Health Care
18 years
Prior to joining Grandeur Peak, Ms. Cai spent six years on the equity research team at William Blair & Company specializing in the health care, retail, and real estate sectors, and most recently heading up the firm’s China-based research team. From 1999-2006, she worked in the healthcare field for Fair Isaac Corporation (Health Care Strategy Consultant), Abbott Laboratories (Senior Market Analyst), Biogen Idec (Summer Marketing Associate), and Genentech, now Roche (Research Associate).
CFA charterholder
Northwestern University, MBA in Finance and Health Industry Management
University of Delaware, MS in Chemistry and Biochemistry
Tsinghua University, Beijing, BS in Biological Sciences and Biotechnology
Published academic work, health care field
Mandarin, Cantonese, English
China
Ms. Cai was raised in Guangzhou, China, but relocated from Chicago to join Grandeur Peak. She splits her time between Salt Lake City and Seattle.
Liping and her family enjoy traveling, tennis, and international cuisine.
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.