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2023 Tax Information is Now Available

News, January 30, 2024

Dear Shareholders, Because tax time can sometimes be confusing, we wanted to share a summary of the materials you should…

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Webinar: 4Q23 International (ex U.S.) and EM Strategies Update and Outlook

Insights, January 11, 2024

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

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Market Scout – Across Markets, Similar Investment Themes Played Out During 2023

Insights, January 9, 2024

Themes often drive overall investment performance. In the U.S. during 2023, a market-capitalization theme was remarkably uniform. The so-called Magnificent…

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Webinar: 4Q23 U.S. Small Cap Strategies Update and Outlook

Insights, January 9, 2024

Click here to register and view the replay. Participants: Mike Valentine, Portfolio Manager Austin Bone, Portfolio Manager Eric Bergeson, President…

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Wasatch Portfolio Manager Updates

News, January 8, 2024

Wasatch Global Investors announced today portfolio-manager changes that include updated roles for longtime investment professionals JB Taylor and Jim Larkins….

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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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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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