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About
Wasatch

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Our Process

Wasatch Advisors has a unique philosophy about investing and we follow a strict discipline in order to achieve our fund objectives. This section goes into detail about our investment process as well as what makes our fund management style our own.

Our sell discipline

We sell a stock if our original company thesis changes. For example, the management team changes, new competitors enter the market, the company decides to move in a different direction, or other significant changes. If our core investment thesis is broken, we sell.

We also sell, or trim, holdings as their valuation changes.  If there is an unwarranted short-term increase in price we will trim back, and then look to buy back up when the price comes down.