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Ken Applegate, CFA, CMT, Portfolio Manager
Kevin Unger, CFA, Associate Portfolio Manager
Eric Bergeson, President
THIS REPLAY IS INTENDED FOR INSTITUTIONAL INVESTORS ONLY
For the most recent strategy performance, click here. Past performance does not guarantee future results, and there is no guarantee that the market forecasts discussed will be realized.
This webinar replay is intended to provide you with information about factors affecting the performance of the Wasatch strategies during the period. Information regarding market or economic trends or the factors influencing historical or future performance reflects the opinions of management as of the date of the webinar. These statements should not be relied upon for any other purpose. References to individual companies should not be construed as recommendations to buy or sell shares in those companies. Wasatch analysts closely monitor the companies held in a strategy. If a company’s underlying fundamentals or valuation measures change, Wasatch will reevaluate its position and may sell part or all of its holdings. Where performance results of a subset of investments in the portfolio is presented, Wasatch Global Investors will provide promptly, upon request, the results of the total portfolio from which the performance was derived.
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