Todd Matheny, CAIA

Head of Client Relations

Grandeur Peak Tenure

Since 2019

Industry Experience

15 years

Mr. Matheny is Head of Client Relations. Prior to Grandeur Peak, Todd worked in client relations and business development for Welton Investment Partners, a quantitative hedge fund, and Cube Capital, a fund of hedge funds. His additional industry experience includes foreign exchange and commodity sales/trading at JPMorgan Private Bank in New York and London.

Education and Accreditations

Chartered Alternative Investment Analyst (CAIA)
Brigham Young University, BA in Finance

Todd enjoys a wide variety of sports and outdoor activities.

Todd Matheny is a Registered Representative of Foreside Financial Services, LLC.

Elevated Global Investing

We believe the best perspective comes from a broad, global view.

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More Info

An investor should consider investment objectives, risks, charges and expenses carefully before investing. Click the link to obtain a prospectus for the Grandeur Peak Funds, which contains important information about risk factors and disclosures, or call 1.855.377.PEAK (7325). Read the prospectus carefully before investing in the Grandeur Peak Funds.

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.