General Investing >> Money Manager Interviews >> June 11, 2013
Global Investing in Smaller, Undiscovered Names
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
Amy Hu Sunderland, CFA, is a Portfolio Manager and Senior Research Analyst at Grandeur Peak Global Advisors, LLC. Ms. Hu Sunderland is a Portfolio Manager of the Grandeur Peak Global Micro Cap Fund, Global Opportunities Fund and Global Reach Fund. She is also a Senior Research Analyst with a specialty focus on the consumer sector globally. Ms. Hu Sunderland plays a lead role in covering Singapore, Malaysia, Indonesia and Papua New Guinea. Ms. Hu Sunderland was a junior and later senior research analyst at Wasatch Advisors from 2003 to 2011. She was a general analyst on the Wasatch Small Cap Growth Fund (MUTF:WAAEX) and the Wasatch Micro Cap Fund (MUTF:WMICX), as well as a consumer sector specialist. Before Wasatch, Ms. Hu Sunderland worked on the Goldman Sachs Private Wealth Management Team. Ms. Hu Sunderland graduated magna cum laude in the top 1% of her class from the University of Utah where she earned a B.S. in finance and business information systems. Ms. Hu Sunderland was selected as the Outstanding Finance Scholar of the Year by the dean and was a Coca-Cola Scholar. Ms. Hu Sunderland was born in China and is fluent in Mandarin Chinese. She moved to Salt Lake City at age 10, bought her first house at age 12 and built a successful real estate business. Ms. Hu Sunderland began investing in stocks at age 14 and has been a passionate investor ever since. For the last four years, Ms. Hu Sunderland has split her time between Salt Lake City and Hong Kong, while also traveling the globe. 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