Our approach can be described as ‘The Best of Wasatch’ because our holdings include the developed- and emerging-market companies in which we have the highest conviction.”
Returns for periods less than one year are not annualized. Since inception performance is calculated from 11/30/2008.
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 email@example.com. The U.S. Dollar is the currency used to express performance.
The Global Small Cap Composite contains fully discretionary equity accounts following the Global Small Cap style. The composite primarily invests in small and micro cap companies in both domestic and foreign markets with the goal of long-term growth of capital. Typically, portfolios within the composite invest in smaller companies but may also invest in larger companies where the appropriate criteria is met. For comparison purposes the composite is measured against the MSCI AC World Small Cap Net TR Index.
The MSCI AC World Small Cap Net TR Index is an unmanaged index representing developed and 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.