We use a bottom-up approach that seeks to identify companies with outstanding long-term growth potential. We look for the following types of companies:
Primarily invests in companies with market caps of less than $1.5 billion at the time of purchase
Approximately 50-80 positions
The micro-cap universe is big, diverse and less efficient—a great place for stock picking. Our extensive experience in this universe is critical in our search for future stars.”
Returns for periods less than one year are not annualized.
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.
Wasatch Global Investors announced today that it has received four 2022 Refinitiv…
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Read More >Portfolio Characteristics, Allocations and Top Ten Holdings are derived from a representative account.