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 U.S. companies with market caps of less than $5 billion at the time of purchase
Approximately 70-90 positions
Our focus is on companies with high-quality management teams and business models. We’re looking for companies that are disrupting—and are not being disrupted.”
Returns for periods less than one year are not annualized. Since inception performance is calculated from 08/31/1992.
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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Read More >Portfolio Characteristics, Allocations and Top Ten Holdings are derived from a representative account.