We use a bottom-up approach that seeks to identify undervalued companies with future 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 45-65 positions
There’s an inefficiency that exists when a growth stock becomes a value stock, and we try to exploit this inefficiency.”
Returns for periods less than one year are not annualized. Since inception performance is calculated from 12/31/1997.
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.