ESG at Wasatch

Wasatch Global Investors is a signatory to the United Nations-supported Principles for Responsible Investment (PRI).

We believe environmental, social and governance (ESG) factors are key elements of long-term value. Our role as active investors is to maximize shareholder value for our clients. To do so, we must look deeply into each company’s risks and opportunities—including those relating to ESG factors. Our investment team has fully integrated ESG into our research process, including voting proxies.

Our approach rests on a set of firm-wide core values related to ESG, but we rely on our collaborative and experienced team to best implement ESG into our portfolios. We believe each investment professional should have the flexibility and resources needed to incorporate ESG factors in the way most consistent with promoting long-term financial sustainability.

While ESG implementation will vary based on our team’s judgment of materiality, what doesn’t vary is our commitment to unwavering stewardship of long-term capital. We believe our role as thoughtful stewards of client capital can create positive change for all stakeholders.

Download our ESG Beliefs Statement