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Wasatch Emerging Markets Small Cap Portfolio   

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The Wasatch Emerging Markets Small Cap Portfolio is focused on high quality companies in emerging markets.

About This Portfolio

Net Assets:$1,218.6 (million) as of 07/31/19
Account Minimum:$10 million

The Emerging Markets Small Cap Portfolio seeks to provide long-term growth of capital. It invests primarily in the equity securities of small companies in emerging markets. In this way, it takes advantage of the dynamic growth potential of smaller, less discovered companies in budding economies.


This Portfolio invests primarily in small companies with market capitalizations of less than $3 billion at the time of purchase. Holdings will generally span broadly across countries and sectors. As one of few emerging market portfolios focused on small companies, this Portfolio allows investors to find undiscovered quality companies in rapidly growing markets. Emerging Markets Small Cap seeks companies with excellent earnings growth and may also capture P/E expansion as their success is more broadly recognized.

Compared to Other Wasatch Portfolios:
This Portfolio invests in larger companies than International Micro Cap and is more concentrated in emerging markets.
Mutual Fund:Wasatch Emerging Markets Small Cap Fund (WAEMX)

Emerging Markets Small Cap Composite Performance

as of 07/31/2019
MSCI Emerging Markets Small Cap Index-7.65%3.48%0.09%4.46%
MSCI Emerging Markets Index-2.18%8.42%1.84%4.56%

Performance figures for the latest period are preliminary and subject to change. Past performance is not indicative of future results.

The MSCI Emerging Markets and Small-Mid Cap Indexes are free float-adjusted market capitalization indexes that are designed to measure equity market performance in the global emerging markets.  

You cannot invest directly in indexes.

For a GIPS-compliant composite presentation and a complete list of composites, click here:  Emerging Markets Small Cap Composite Presentation,  Complete List of Composites

CFA® is a trademark owned by CFA Institute.