We use a bottom-up approach that seeks to identify companies with outstanding long-term growth potential. We look for companies with:
All cap flexibility with a focus on mid-cap companies
Approximately 20-40 positions
We look for high-quality companies that can grow faster and longer than generally anticipated and that have the potential to become tomorrow’s leaders.”
Returns for periods less than one year are not annualized. Since inception performance is calculated from 12/31/2016.
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 inforequest@wasatchglobal.com. The U.S. Dollar is the currency used to express performance.
Country weights are calculated as a percentage of total portfolio including cash & cash equivalents.
At Wasatch Global Investors, we got our start managing U.S. micro– and small–cap strategies. We’ve…
Read More >Salt Lake City, Utah, September 24, 2019—Independent investment manager Wasatch Advisors has…
Read More >Portfolio Characteristics, Allocations and Top Ten Holdings are derived from a representative account.