Insights / January 9, 2024

Webinar: 4Q23 U.S. Small Cap Strategies Update and Outlook

Click here to register and view the replay.

Participants:

Mike Valentine, Portfolio Manager
Austin Bone, 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.

The strategies managed by Wasatch Global Investors have been developed solely by Wasatch Global Investors. The strategies are not in any way connected to or sponsored, endorsed, sold or promoted by the London Stock Exchange Group plc and its group undertakings (collectively, the “LSE Group”). FTSE Russell is a trading name of certain of the LSE Group companies. All rights in the Russell Indexes vest in the relevant LSE Group company which owns the Index. “Russell®“ is a trade mark of the relevant LSE Group company and is used by any other LSE Group company under license. TMX® is a trademark of TSX, Inc. and used by the LSE Group under license. The Index is calculated by or on behalf of FTSE International Limited or its affiliate, agent or partner. The LSE Group does not accept any liability whatsoever to any person arising out of (a) the use of, reliance on, or any error in the Index or (b) investment in or operation of the [product/fund] or the suitability of the Index for the purpose to which it is being put by Wasatch Global Investors.

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