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@rforno,
I posted some news about this fund some time ago, then there was no activity concerning it until I just discovered this filing.
edited:
Found this from September 2017:
https://www.mutualfundobserver.com/discuss/discussion/35185/t-rowe-p…
My concern is what will happen if something should happen to the key man/key person portfolio manager running the fund? Reminds me of Walthausen as he had a couple of co-portfolio managers along the way especially after Walthausen retired. The fun…
Keeping up with DepositAccount.com for going rates and timetables for CDs. Trying to keep parent's cds to 1 year to 2 year timetables with rates between 4%-5% at our credit unions. Will evaluate the CD market as the CDs' approach maturity.
Received an email from GP with an explanation.
update:
July 3, 2023
Dear Fellow Investors,
After a decade of diligent service at Grandeur Peak, Stuart Rigby has decided to leave the firm to pursue a new path in his career and launch a global te…
@BenWP,
Thanks for the compliment! Here is a news release from Tekla.
https://www.teklacap.com/news/tekla-capital-management-llc-announces-proposed-transaction.
Here is an excerpt from that article:
...Following the proposed transaction, the F…
Received this email today from GP:
June 20, 2023
Dear Fellow Shareholder,
Thank you for your assistance with our recent proxy vote. The Grandeur Peak Funds proxy proposal easily passed, and we are now able to move the Funds’ back office service …
See David's comments from the March 23 commentary:
https://www.mutualfundobserver.com/2023/3/
Rondure Global Advisors and Grandeur Peak Global Advisors are “reorganizing their funds.” What does that mean? To investors, nothing. Zero, zip, zilch. I…
update:
https://www.sec.gov/Archives/edgar/data/915802/000139834423012096/fp0083914-2_497.htm
FINANCIAL INVESTORS TRUST
Rondure New World Fund
Rondure Overseas Fund
(each, a “Fund”)
Supplement dated June 16, 2023
To the Summary Prospectus, Pro…
Thank you for the update! While you probably are restricted from making any disclosure prior to a SEC filing as to whether the Riverpark Short Term High Fund will also be reorganized into a CrossingBridge Advisors?
@Hank,
I have interests in both of the funds he co-managed. The filing said "he tragically and unexpectedly passed away."
My condolences to his family and friends.
update:
https://www.sec.gov/Archives/edgar/data/277751/000119312523132163/d10125d497.htm
497 1 d10125d497.htm 497
Janus Investment Fund
Janus Henderson International Opportunities Fund
(the “Fund”)
Supplement dated May 2, 2023
to Currently Eff…
update:
https://www.sec.gov/Archives/edgar/data/313850/000168386323003487/f25414d1.htm
497 1 f25414d1.htm VANGUARD ALTERNATIVE STRATEGIES FUND LIQUIDATION
Vanguard Alternative Strategies Fund
Supplement Dated April 19, 2023, to the Prospectus a…
Received this email this afternoon:
April 13, 2023
Dear Fellow Shareholders,
You recently received a supplement to the prospectus of the Rondure Global Funds dated February 23, 2023, with information about an upcoming shareholder meeting. The pur…
Received this email this morning concerning the GP reorganization:
April 10, 2023
Dear Fellow Shareholders,
You recently received a supplement to the prospectus of the Grandeur Peak Funds dated February 23, 2023, with information about an upcomin…
No, but I did include a news release from the US Attorney's office Southern District of New York:
https://www.justice.gov/usao-sdny/pr/founder-and-former-chief-investment-officer-infinity-q-sentenced-15-years-prison
@Derf,
Not exactly. Since April 1 fell on a Saturday, there was no way the results would be ready on Monday. It seems to depend on when the dates fall. For example, if the first of the month was on a Tuesday, it is possible the monthly results c…
Information for depositors/borrowers on SVB from the FDIC:
https://www.fdic.gov/resources/resolutions/bank-failures/failed-bank-list/silicon-valley.html
PKSAX from Virtus Funds, categorized as a mid-cap growth fund:
https://www.virtus.com/products/kar-small-cap-core#shareclass.A/period.quarterly
To answer @Old_Joe, there are four share classes: A, C, I and R6. A share class carries a front-end lo…
The fund, formerly known as the Phoenix Small-Mid Cap Fund, is closed.
https://www.sec.gov/Archives/edgar/data/34273/000114420418029523/tv494384_497.htm
Here is the SEC filing concerning his departure. Notice the name of the "project" on top of the filing.
https://www.sec.gov/Archives/edgar/data/734383/000168386323002522/f24809d1.htm
It used to state "fall out boy".
Noticed they just changed the…
The fund reopened January 3, 2023, after being closed since March 31, 2021.
https://www.kopernikglobal.com/sites/default/files/Kopernik Global All-Cap Fund - Soft Close Update November 2022_SEI - FINAL.pdf
@Devo,
I think the question has been answered above. I own FPA Queens Road Small Cap Value Fund I class since I owned its predecessor FPA Capital Fund. My broker has asked if I wanted to transfer my FPA account to them. I still keep the fund wit…
Email from T Rowe Price concerning the reopening:
View in browser
T. Rowe Price Log in to your account T. Rowe Price
Dear Investor,
Fund Name Ticker CUSIP
T. Rowe Price Emerging Markets Stock Fund – I…
Heard on the radio about SVB on the way home. Radio commentator made the distinction that SVB invests in venture capital while Silvergate Capital was investing in bitcoin. Investors did not make that distinction and threw out the baby with the bat…
