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Wasatch Emerging Markets Select Portfolio   

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

About This Portfolio

Inception:12/13/2012
Net Assets:$107.7 (million) as of 03/31/14
Account Minimum:$10 million
Objective:

The Emerging Markets Select Portfolio seeks to provide long-term growth of capital. It invests primarily in the equity securities of companies tied economically to emerging markets. In this way, it takes advantage of investment opportunities that arise from an expanding consumer base, favorable demographics, deregulation, and improving corporate governance.

Strategy:

This Portfolio invests primarily in companies of all market capitalizations that are tied economically to emerging markets, including medium and larger sized companies that remain under followed by foreign investors, and may still have significant room to grow. Under normal market conditions, the Portfolio will generally invest in 30 to 50 companies.

Compared to Other Wasatch Portfolios:
This Portfolio may invests in larger companies than Emerging Markets Small Cap and is more concentrated.
Mutual Fund:Wasatch Emerging Markets Select Fund (WAESX)

Emerging Markets Select Composite Performance

as of 03/31/2014
1Yr3Yr5Yr10Yr
Gross-3.22%N/AN/AN/A
Net-4.23%N/AN/AN/A
MSCI Emerging Markets Index-1.43%N/AN/AN/A

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 Select Composite Presentation, Complete List of Composites

CFA® is a trademark owned by CFA Institute.