Dear Fellow Shareholders and Friends of Rondure Global Advisors: It is with heavy hearts and with thoughtful consideration that we inform you that the Rondure New World Fund (RNWOX/RNWIX) will be liquidated on October 18, 2024. To learn more, please click here.
23 years
Mr. Huefner is President, COO and co-founder of Grandeur Peak Global Advisors. Before co-founding Grandeur Peak Global Advisors in 2011, Mr. Huefner was a partner, vice president, and the director of the $8B mutual fund business at Wasatch Advisors. Mr. Huefner was also a vice president of Wasatch Funds.
Mr. Huefner’s experience at Wasatch Advisors spanned 11 years. He joined the firm’s operation team in 1980, and then went on to become a research analyst and member of the investment committee before deciding to pursue an MBA. Mr. Huefner returned to Wasatch Advisors years later in 2006 to manage the mutual fund business and lead the firm’s marketing efforts.
Prior to rejoining Wasatch Advisors, Mr. Huefner was a Senior Business Director managing the V8 Beverages line for Campbell’s. He spent the prior 12 years in various management positions at Kraft/Nabisco, Sara Lee, and Campbell’s. Before business school, Mr. Huefner spent three years as a middle and upper school math teacher, and a basketball, golf, soccer, and lacrosse coach.
University of North Carolina at Chapel Hill, MBA, with honors
Harvard University, AB in Economics, with honors
Switzerland, Israel, Great Britain, and France.
He currently serves as a Trustee on The Waterford School Board of Trustees.
Eric cherishes his role as father and is often found coaching his daughter’s athletic teams.
Eric Huefner is a Registered Representative of ACA Foreside.
Investors should consider the investment objectives, risks, and charges and expenses of the Fund(s) before investing. The prospectus contains this and other information about the Fund(s) and should be read carefully before investing. The prospectus may be obtained at 1-855-775-3337 or rondureglobal@utlimusfundsolutions.com
©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.