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 firstname.lastname@example.org. 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.
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.