Our dedicated, systematic investment process and proprietary research give us an advantage from the small-cap stage through the lower end of the large-cap stage.”
Returns for periods less than one year are not annualized. Since inception performance is calculated from 12/31/2016.
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 email@example.com. The U.S. Dollar is the currency used to express performance.
Net performance was calculated using actual management fees for fee-paying accounts and a model fee for non-fee paying accounts. From December 31, 2016, to October 31, 2019, performance for the International Select Composite contained only non-fee paying proprietary assets. A model fee of 0.80% was applied to the non-fee paying assets during the period to show the effect of how an advisory fee, compounded over a period of years, would have on returns. Actual fees will 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.
The International Select Composite contains fully discretionary equity accounts following the International Select style. The composite primarily invests in equity securities of all market capitalizations that are tied economically to developed countries with the goal of long-term growth of capital. For comparison purposes the composite is measured against the MSCI EAFE Net TR Index.
The MSCI EAFE Net TR Index is an unmanaged index capturing large and mid-cap representation across developed markets around the world, excluding the US and Canada.
The MSCI EAFE Mid Cap Growth TR Net Index is an unmanaged index capturing mid-cap representation exhibiting growth style characteristics across developed markets around the world, excluding the US and Canada.
The MSCI information may only be used for your internal use, may not be reproduced or redisseminated in any form and may not be used as a basis for or a component of any financial instruments or products or indices. None of the MSCI information is intended to constitute investment advice or a recommendation to make (or refrain from making) any kind of investment decision and may not be relied on as such. Historical data and analysis should not be taken as an indication or guarantee of any future performance analysis, forecast or prediction. The MSCI information is provided on an “as is” basis and the user of this information assumes the entire risk of any use made of this information. MSCI, each of its affiliates and each other person involved in or related to compiling, computing or creating any MSCI information (collectively, the “MSCI Parties”) expressly disclaims all warranties (including, without limitation, any warranties or originality, accuracy, completeness, timeliness, non-infringement, merchantability and fitness for a particular purpose) with respect to this information. Without limiting any of the foregoing, in no event shall any MSCI Party have any liability for any direct, indirect, special, incidental, punitive, consequential (including, without limitation, lost profits) or any other damages. (www. msci.com). Indexes are unmanaged, and investors cannot invest directly in an index.
Country weights are calculated as a percentage of total portfolio including cash & cash equivalents.