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A New Era for Small-Caps?

Insights, November 28, 2023

Large-cap stocks have outperformed small-caps for more than a decade. At this point in the cycle, we believe small-cap valuations…

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2023 Year-End Distribution Estimates

News, November 22, 2023

The final distribution amounts may change substantially due to a variety of issues such as shareholder contributions/withdrawals, recognition of capital…

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Recession, Soft Landing or Persistent Inflation?

Insights, November 17, 2023

In the years following the Covid-19 pandemic, the macroeconomic events shaping markets have been truly historic. First, a wave of…

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Celebrating 20 Years of Success: Wasatch Micro Cap Value Fund

Insights, October 23, 2023

One year. Five years. Ten years. Twenty years. Since inception. Across all these time periods as of September 30, 2023,…

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Webinar: 3Q23 International (ex U.S.) and EM Strategies Update and Outlook

Insights, October 12, 2023

Click here to register and view the replay. Participants: Ken Applegate, CFA, CMT, Portfolio Manager Scott Thomas, CFA, Portfolio Manager…

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Webinar: 3Q23 U.S. Small Cap Strategies Update and Outlook

Insights, October 11, 2023

Click here to register and view the replay. Participants: Jim Larkins, Portfolio Manager Paul Lambert, Portfolio Manager Dustin McCarty, Director,…

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Market Scout – “Value” Funds in a Growth Shop

Insights, October 6, 2023

The third quarter of 2023 was negative for stocks as investors fretted over persistent inflation, higher-for-longer interest rates, the threat…

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