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Jordan Benes Travels West for Grandeur Peak Conference (and Snowmobiling) in Utah!

Jordan Benes Travels West for Grandeur Peak Conference (and Snowmobiling) in Utah!

| March 15, 2024

This past February I had the opportunity to attend a conference with Grandeur Peak, a global micro to midcap equities investment firm, near their headquarters in Park City, Utah. They provided an update on their firm and how they manage risk in today’s market. Throughout the conference, I had the opportunity to listen to presentations and engage in conversation with various members of the Grandeur Peak team. I learned more about their research and current portfolio positioning.

One aspect of our business that sets us apart is that we do our investment research in-house. Our team spends a great deal of time studying investments and designing individual portfolios for our clients. This conference allowed me to hear directly from the Grandeur Park leadership team and gain further knowledge of how they think. With constant changes in markets and the investable universe, this was a great opportunity for me to get a timely update and bring those insights back to the White Blaze team.

On a personal note, my wife, Emily, joined me for our first trip to Utah! We enjoyed the beautiful winter scenery out west and experienced it firsthand when we went snowmobiling in Oakley, Utah with other conference attendees. It was a fun experience, and the views were incredible.


Grandeur Peak is not affiliated with or endorsed by White Blaze Wealth Management or LPL Financial.