We use a bottom-up approach that seeks to identify companies with outstanding long-term growth potential. We look for companies with:
A true fundamental research-driven “Best of Wasatch” portfolio: holdings must be owned with conviction in other Wasatch small-cap strategies
Geographically diverse mix of companies with market caps of less than $5 billion at the time of purchase
Approximately 70-100 positions
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 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 consider ourselves first and foremost to be quality–oriented investors….
Read More >Because stocks have rebounded so strongly despite the ongoing effects of the…
Read More >Portfolio Characteristics, Allocations and Top Ten Holdings are derived from a representative account.