We seek to outperform by investing in companies whose current valuations understate what we believe to be their long-term earnings growth potential based on our fundamental evaluations. We assess companies for their quality, value and momentum.
We believe micro to midcap companies are commonly overlooked because their small capitalization makes them uninvestable by Wall Street. Yet these small-cap companies form the largest investable opportunity set globally.
With worldwide economic connectedness, we believe the merit of a company must be understood within the global landscape.
At Grandeur Peak, we focus on inefficient markets to find great companies at reasonable valuations and hold them long term while they grow their earnings.
We use fundamental analysis to identify high-quality companies for our portfolios.
We believe a Best-in-Class growth company has strong financials, a quality management team, and a sound business model with a sustainable competitive advantage.
A Fallen Angel is a high-quality growth company that we believe has hit a temporary setback relative to its long-term growth potential and thus may be trading at an attractive valuation.
A Stalwart is a maturing Best-in-Class company that continues to grow earnings. We seek an appealing valuation relative to the company’s long-term growth potential.
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©2024 Rondure Global Advisors, LLC. All rights reserved.
An investor should consider investment objectives, risks, charges and expenses carefully before investing. Click the link to obtain a prospectus for the Rondure Funds, which contains important information about risk factors and disclosures, or call 1.855.775.3337. Read the prospectus carefully before investing in the Rondure 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.
Rondure Funds are distributed by Northern Lights Distributors LLC. Member FINRA/SIPC.
Investment advisory services for the Rondure Funds and related separately managed accounts are provided by Rondure Global Advisors, LLC, a federally registered investment adviser. Northern Lights Distributors LLC is not affiliated with Rondure Global Advisors, LLC.
The adviser’s judgments about the growth, value or potential appreciation of an investment may prove to be incorrect or fail to have the intended results, which could adversely impact the Fund’s performance and cause it to underperform relative to other funds with similar investment goals or relative to its benchmark, or not to achieve its investment goal.
Diversification does not ensure a profit or guarantee against loss.
Past performance is no guarantee of future results.
Value investing involves buying stocks that are out of favor and/or undervalued in comparison to their peers or their prospects for growth. Typically, their valuation levels are lower than those of growth stocks.
Grandeur Peak Global Advisors is an equity partner of Rondure and provides all back- and middle-office functions for Rondure via a shared services agreement. These services include operations, trading, compliance, IT and legal.