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 U.S. companies with market caps of less than $5 billion at the time of purchase
Approximately 50-75 positions
We focus on high-quality companies that we believe will take market share and grow sales and earnings for long periods of time.”
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.
Salt Lake City, Utah, June 29, 2020—Wasatch Global Investors announced today that…
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Read More >Portfolio Characteristics, Allocations and Top Ten Holdings are derived from a representative account.