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Robert Gardiner is officially back as PM @ Grandeur Peak

edited September 3 in Fund Discussions
As expected, Robert Gardiner is joining in as Portfolio Manager of Grandeur Peak Global Contrarian Fund (GPGCX)

He also becomes one of PMs at Grandeur Peak Global Opportunities Fund (GPGOX / GPGIX) - arguably Grandeur's next "best" fund he could take over without bumping the long-time manager of Grandeur Peak Global Micro Cap (GPMCX).

Grandeur has also done some general reshuffling with RG becoming "Guardian PM" at several funds.


Finally, they have effectively reorganized Grandeur Peak Global Explorer Fund (GPGEX) - did not realize they could do it without a shareholder vote - while dropping the fee a bit,

https://grandeurpeakglobal.com/shareholder-communications/2025-prospectus-updates/

and filed a new fund: Grandeur Peak International Contrarian Fund (GICYX) to be "managed by the Grandeur Peak investment team with primary responsibility assigned to Blake Walker".

https://www.sec.gov/Archives/edgar/data/1965454/000158064225001779/gpgt-485a.htm


With the mess that Grandeur became after RG's departure, I had pulled out most assets invested with them - except for GPGCX that was, imo, well-managed by Madsen - and maintained only a few token positions. After holding through the transition period since Madsen left, I am happy to see that GPGCX is back in good hands (one hopes that RG has not lost his touch) and might also put some money back into GPGIX. I do not have very much confidence in any of their other managers: whether "guarded" by RG or not.

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