We use a bottom-up approach that seeks to identify companies with outstanding long-term growth potential. We look for companies with:
All-cap orientation but bias towards small and mid-cap companies
Approximately 30-50 positions
“Our strategy provides dedicated exposure to investment opportunities in Greater China, backed by Wasatch’s time-tested, bottom-up investment philosophy.”
Returns for periods less than one year are not annualized. Since inception performance is calculated from 08/31/2019.
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 and description of composites and pooled funds 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.
After China reopened its borders in early 2023, our investment team traveled…
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Read More >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.