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Grandeur Peak International Contrarian Fund is in registration
WABAC, contrarian to diversify their traditional negative total return lineup.
(ouch ! GP never provides substantial coverage into individual names to allow a real feel into their process, but outlook seems sensible. luckily i stayed away in cheaper alternatives)
GPGCX, their global contrarian fund, has a good record, and it’s not an index hugger. Maybe they can make an international contrarian fund work. I cannot recall a fund manager who hires analysts and managers anlmost exclusively from academic institutions located in Utah. My only snide comment is that they won’t be obliged to ditch any DEI programs.
Comments
WABAC,
contrarian to diversify their traditional negative total return lineup.
(ouch ! GP never provides substantial coverage into individual names to allow a real feel into their process, but outlook seems sensible. luckily i stayed away in cheaper alternatives)