Long-Term growth of capital
We use a bottom-up approach that seeks to identify companies with outstanding long-term growth potential. We look for companies with:
Primarily invests in companies outside the U.S. with market caps of less than $1.5 billion at the time of purchase
Approximately 80-120 positions
We rely on our investment process and bottom-up company research to find the best opportunities in a big and diverse universe of micro-cap companies.”
Returns for periods less than one year are not annualized. Since inception performance is calculated from 01/31/2005.
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.