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 firstname.lastname@example.org. The U.S. Dollar is the currency used to express performance.
The Global Value Composite contains fully discretionary equity accounts following the Global Value style. The composite primarily invests in equities in domestic and foreign markets with the goal of capital appreciation and income. For comparison purposes the composite is measured against the MSCI AC World Net TR Index.
The MSCI AC World Value TR Net Index is an unmanaged index capturing large and mid-cap securities exhibiting overall value style characteristics across 23 developed markets and 23 emerging markets.
The MSCI AC World Net TR Index is an unmanaged index capturing large and mid-cap representation across 23 developed markets and 23 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.