

View our recent update and Q&A session on the U.S. small-cap market and our strategies.
Click here to register and view the replay.
Participants:
Dustin McCarty, Head of Global Client and Distribution
Karti Bhatt, Client Portfolio Manager
Mark Madsen, Portfolio Manager
THIS REPLAY IS INTENDED FOR INSTITUTIONAL INVESTORS ONLY
Disclosures:
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.
Where performance results of a subset of investments in the portfolio are presented, Wasatch Global Investors will promptly provide, upon request, the results of the total portfolio from which the performance was derived.
References to individual companies are for illustrative purposes only and should not be construed as recommendations to buy or sell shares in those companies. Holdings discussed may or may not be held in a Wasatch strategy and are subject to change. 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. Current and future holdings are subject to change and risk. Past performance does not guarantee future results.
The MSCI information may only be used for your internal use, may not be reproduced or redisseminated in any form and may not be used as a basis for or a component of any financial instruments or products or indices. None of the MSCI information is intended to constitute investment advice or a recommendation to make (or refrain from making) any kind of investment decision and may not be relied on as such. Historical data and analysis should not be taken as an indication or guarantee of any future performance analysis, forecast or prediction. The MSCI information is provided on an “as is” basis and the user of this information assumes the entire risk of any use made of this information. MSCI, each of its affiliates and each other person involved in or related to compiling, computing or creating any MSCI information (collectively, the “MSCI Parties”) expressly disclaims all warranties (including, without limitation, any warranties or originality, accuracy, completeness, timeliness, non-infringement, merchantability and fitness for a particular purpose) with respect to this information. Without limiting any of the foregoing, in no event shall any MSCI Party have any liability for any direct, indirect, special, incidental, punitive, consequential (including, without limitation, lost profits) or any other damages. (www. msci.com)
Indexes are unmanaged. Investors cannot invest directly in an index.
CFA ® is a registered trademark of the CFA Institute.