Capital appreciation and income
Fundamentally driven, supported by a historically robust quantitative screen, exhaustive fundamental analysis and rigorous attention to portfolio construction and risk analysis
Key to our process is building in-depth financial models, including detailed segment analysis. This provides insight into company business drivers, growth and profitability characteristics, enabling a view into intrinsic value
At least 40% of the portfolio invested outside the U.S.
Primarily invests in companies with market caps over $5 billion
Approximately 25-40 positions
We build in-depth financial models to gain insights into companies’ business drivers, likely growth rates and profitability characteristics. We are focused on buying companies below their long-term intrinsic value.”
Returns for periods less than one year are not annualized. Since inception performance is calculated from 11/30/2017.
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.
Past performance does not guarantee future results. Performance results are net of transaction costs and reflect the reinvestment of dividend and other earnings. Net performance data was calculated using actual management fees. Actual fees may vary depending on, among other things, the applicable fee schedule and portfolio size. See Wasatch Global Investors Form ADV Part 2A for more information on fee schedules. Some portfolio net-of fees returns may be net of performance-based fees. Current performance may be lower or higher than the performance data quoted.