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 $5 billion at the time of purchase
Approximately 70-100 positions
The high-quality companies we favor generally have strong balance sheets and cash flows, giving them the ability to weather unexpected events and still invest in their businesses.”
Returns for periods less than one year are not annualized. Since inception performance is calculated from 04/30/2002.
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.
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