We travel throughout frontier and emerging markets to find less well known, long-duration growth companies. We’re often told how rare it is to actually get a visit from potential investors.”
Returns for periods less than one year are not annualized. Since inception performance is calculated from 01/31/2012.
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 of composite descriptions of Wasatch composites and/or a GIPS Composite Report, e-mail firstname.lastname@example.org. The U.S. Dollar is the currency used to express performance.
The Frontier Emerging Small Countries Composite contains fully discretionary equity accounts following the Frontier Emerging Small Countries style. The composite primarily invests in the equity securities of all market capitalizations that are tied economically to frontier markets and small emerging market countries with the goal of long-term growth of capital. For comparison purposes the composite is measured against the MSCI Frontier Emerging Markets Net TR and MSCI FM (Frontier Markets) Net TR indices.
The MSCI Frontier Markets and Frontier Emerging Markets Net TR Indexes are free float-adjusted market capitalization indexes that are designed to measure equity market performance in the global frontier and emerging markets.
MSCI makes no express or implied warranties or representations and shall have no liability whatsoever with respect to any MSCI data contained herein. The MSCI data may not be further redistributed or used to create indices or financial products.
Country weights are calculated as a percentage of total portfolio including cash & cash equivalents.