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 35-50 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 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.
When it comes to technological innovation around the world, semiconductor production is…
Read More >In this white paper, we introduce the Wasatch Greater China strategy and…
Read More >Portfolio Characteristics, Allocations and Top Ten Holdings are derived from a representative account.