Grandeur Peak Funds

Our Team

Robert Gardiner

Robert T. Gardiner, CFA

Portfolio Manager, Director of Research, & CEO

Mr. Gardiner remains a research analyst first and foremost. He is actively involved in the portfolio management of each of the Grandeur Peak strategies. Mr. Gardiner is the Director of Research and serves as the firm’s CEO.

Mr. Gardiner was a senior partner, principal shareholder, and portfolio manager at Wasatch Advisors before founding Grandeur Peak Global Advisors in 2011. Mr. Gardiner has been in the Investment Management industry since 1981, and involved in managing equity portfolios since 1986. He is a highly acclaimed portfolio manager with numerous recognitions. Mr. Gardiner’s experience includes:

  • 1986 - 1995Investment Committee member for the Wasatch Small Cap Growth (WAAEX) and Core Growth (WGROX) funds.

  • 1995 - 2006Founder and Lead Manager of the Wasatch Micro Cap Fund (WMICX)

  • 1997 - 2001Founder and Co-Manager of the Wasatch Small Cap Value Fund (WMCVX)

  • 2003 - 2004Founder and Co-Manager of the Wasatch Micro Cap Value Fund (WAMVX)

  • 2005 - 2007Director of Research, Wasatch Advisors

  • 2008 - 2011Founder and Lead Manager of the Wasatch Global Opportunities Fund (WAGOX)

  • 2011 - 2013Founder and Co-Manager of the Grandeur Peak Global Opportunities Fund (GPGOX)
    Founder and Co-Manager of the Grandeur Peak International Opportunities Fund (GPIOX)
    Director of Research and CEO, Grandeur Peak Global Advisors

  • 2013 - 2013Founder and Co-Lead Manager of the Grandeur Peak Global Reach Fund (GPROX)
    Founder and Advising Manager of the Grandeur Peak Emerging Markets Opportunities Fund (GPEOX)

Mr. Gardiner was a Director of Wasatch Advisors and a member of the Executive Management Team from 1994 – 2007. During his time at Wasatch, the firm grew from 1 to 18 strategies and from $20M to $11B under management. Mr. Gardiner was also a member of the original investment committee for Cross Creek Capital, a wholly-owned subsidiary of Wasatch Advisors investing in late stage venture.

Mr. Gardiner graduated Magna Cum Laude from the University of Utah with a B.A. in Physics, a B.S. in Mathematics, and minors in Chemistry and French. He lived in France for two years and speaks French. Mr. Gardiner holds the Chartered Financial Analyst designation and is a member of the Salt Lake City Society of Financial Analysts. Robert and his wife Susie have five children. Robert is an outdoor enthusiast and has enjoyed serving as a youth leader in the community.

CFA is a trademark owned by the CFA Institute.

An investor should consider investment objectives, risks, charges and expenses carefully before investing. Click the link to obtain a Prospectus, which contains this and other information, or call 1.855.377.PEAK (7325). Read the Prospectus carefully before investing.

Important Risks

Mutual fund investing involves risks and loss of principal is possible.

Investing in small and micro cap funds will be more volatile and loss of principal could be greater than investing in large cap or more diversified funds.

Investing in foreign securities 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 the same risks as other foreign securities and may be subject to greater risks than investments in foreign countries with more established economies and securities markets.

Investing in foreign and smaller companies risks may increase the volatility of the funds and the potential loss of principal.

Grandeur Peak Funds are distributed by ALPS Distributors, Inc. (ADI). Separately Managed Accounts and related investment advisory services are provided by Grandeur Peak Global Advisors, a federally regulated Investment Advisor. ADI is not affiliated with Grandeur Peak Global Advisors.

© 2011-2014 Grandeur Peak Global Advisors, LLC. All rights reserved.