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General Investing >> Money Manager Interviews >> June 11, 2013

Global Investing in Smaller, Undiscovered Names

Stewart, Spencer P.
Spencer P. Stewart is an Associate Portfolio Manager on the Grandeur Peak Global Reach Fund and a Senior Research Analyst at Grandeur Peak Global Advisors, with a specialty focus on the industrials sector. Mr. Stewart comes from small-cap boutique, Sidoti & Company, in New York City, where he was one of the firmís leading institutional sales people. Mr. Stewartís investing passion was evident as he was the top stock picker at Sidoti in the alpha capture program in which the firm participated. Previously, Mr. Stewart spent four years as a Junior Research Analyst at Wasatch Advisors. Profile
Sunderland, Amy Hu
Amy Hu Sunderland, CFA, is a Research Analyst and Portfolio Manager with Grandeur Peak Global Advisors and has been with the firm since its inception in 2011. She is a Portfolio Manager of the Grandeur Peak Global Micro Cap Fund (GPMCX). She is also a Guardian Portfolio Manager of the Grandeur Peak Global Reach Fund (GPRIX), Grandeur Peak Global Opportunities Fund (GPGIX), and Grandeur Peak Global Explorer Fund (GPGEX). Earlier in her 21-year career, Ms. Sunderland was a junior and later senior research analyst at Wasatch Advisors; a general analyst on the Wasatch Small Cap Growth Fund (WAAEX) and the Wasatch Micro Cap Fund (WMICX), as well as a consumer sector specialist; and previously worked on the Goldman Sachs Private Wealth Management Team. A CFA charterholder, Ms. Sunderland earned a B.S. in Finance and Business Information Systems, magna cum laude, from the University of Utah. She moved to Salt Lake City from China at age 10, bought her first house at age 12, built a successful real estate business, and began investing in stocks at age 14. Profile
TWST: Would you begin with a brief introduction to Grandeur Peak and tell us a bit about your roles there?

Ms. Sunderland: We are a global small-cap manager based in Salt Lake City with

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