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 firstname.lastname@example.org. The U.S. Dollar is the currency used to express performance.
The International Micro Cap Composite contains fully discretionary equity accounts following the International Micro Cap style. The composite primarily invests in foreign micro cap companies with the goal of long-term growth of capital. For comparison purposes the composite is measured against the MSCI AC World Ex-U.S.A. Small Cap Net TR and MSCI World Ex-U.S.A. Small Cap Net TR indices.
The MSCI AC World Ex-U.S.A. Small Cap Net TR Index is an unmanaged index representing developed and emerging markets, excluding securities of U.S. issuers.
The MSCI World Ex-U.S.A. Small Cap Net TR Index is an unmanaged index representing 22 developed markets, excluding the United States.
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.