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Mutual funds

Gratry & Company launches first mutual fund


Gratry & Company has launched the Gratry International Growth Fund.

The new mutual fund, which will trade under the ticker symbol GGIGX, is the first mutual fund vehicle managed by Gratry.
The fund seeks long-term capital appreciation while adhering to Gratry’s long-standing investment discipline and approach.
The fund’s portfolio management team includes the firm’s founder, Jerome Gratry, and will invest predominantly in large-cap, non-US companies that exhibit the following characteristics:
·         Growth: revenue and earnings growth rates in excess of their peers;
·         Quality: strong balance sheet, quality earnings, credible management teams;
·         Reasonable valuations: relative to peers and future earnings growth rates.
Total firm assets are approximately USD700m as at 31 March 2013.
The investment professionals at Gratry average nearly 30 years of industry experience, and the portfolio management team has worked together for over 12 years. Each member of the portfolio management team participates in the research and investment decision-making process.
“This is an important development in the 32 year history of this firm,” says Jerome Gratry, founder and portfolio manager. “We have proven ourselves in separate account management and now we can offer a choice when it comes to implementing client portfolios. Furthermore, we are excited for the mutual fund investor to get to know us. Our team is experienced and focused; international and global equities are all we do. When you purchase the fund, you get access to the investment decision makers, who are also the owners of the firm.”
Robert Tynes, managing director of business development, says: “We want an advisor or a consultant to be able to gain access to us because we offer the appropriate vehicle for their client’s needs. Until now, we only offered separate accounts and delivered model portfolios used by overlay managers. Now we can offer a comingled vehicle for our flagship strategy. We are very excited about the potential this holds for our clients and our business.”

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