We look for opportunities arising from the explosion of consumer demand in emerging markets. These opportunities include investments across the market-cap spectrum.”
Returns for periods less than one year are not annualized. Since inception performance is calculated from 12/31/2012.
Performance is preliminary and subject to change. Past performance is not indicative of future results. Wasatch Global Investors is an independent registered investment advisor. Registration does not imply a certain level of skill or training. Wasatch claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of content contained herein. To receive a complete list and description of composites and pooled funds and/or a GIPS Composite Report, e-mail firstname.lastname@example.org. The U.S. Dollar is the currency used to express performance.
The Emerging Markets Select Composite contains fully discretionary equity accounts following the Emerging Markets Select style. The composite primarily invests in equity securities of all market capitalizations that are tied economically to emerging market countries with the goal of long-term appreciation of capital. For comparison purposes the composite is measured against the MSCI Emerging Markets Net TR Index.
The MSCI Emerging Markets Net TR Index is a free float-adjusted market capitalization index designed to measure the equity market performance of emerging markets.
The MSCI Emerging Markets Mid Cap Growth TR Net Index is an unmanaged free float-adjusted market capitalization index designed to measure the equity market performance of mid-cap representation exhibiting growth style characteristics of emerging markets.
The MSCI information may only be used for your internal use, may not be reproduced or redisseminated in any form and may not be used as a basis for or a component of any financial instruments or products or indices. None of the MSCI information is intended to constitute investment advice or a recommendation to make (or refrain from making) any kind of investment decision and may not be relied on as such. Historical data and analysis should not be taken as an indication or guarantee of any future performance analysis, forecast or prediction. The MSCI information is provided on an “as is” basis and the user of this information assumes the entire risk of any use made of this information. MSCI, each of its affiliates and each other person involved in or related to compiling, computing or creating any MSCI information (collectively, the “MSCI Parties”) expressly disclaims all warranties (including, without limitation, any warranties or originality, accuracy, completeness, timeliness, non-infringement, merchantability and fitness for a particular purpose) with respect to this information. Without limiting any of the foregoing, in no event shall any MSCI Party have any liability for any direct, indirect, special, incidental, punitive, consequential (including, without limitation, lost profits) or any other damages. (www. msci.com). Indexes are unmanaged, and investors cannot invest directly in an index.
Country weights are calculated as a percentage of total portfolio including cash & cash equivalents.