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.
Salt Lake City, Utah, September 24, 2019—Independent investment manager Wasatch Advisors has…
Read More >Portfolio Characteristics, Allocations and Top Ten Holdings are derived from a representative account.