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Wasatch Frontier Emerging Small Countries Portfolio   

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The Wasatch Frontier Emerging Small Countires Portfolio is focused on high quality companies in frontier markets and emerging small countries.

About This Portfolio

Inception:1/31/2012
Net Assets:$1,299.1 (million) as of 03/31/14
Account Minimum:$10 million
Objective:

The Frontier Emerging Small Countires Portfolio seeks to provide long-term growth of capital. It invests primarily in the equity securities of companies that are tied economically to frontier markets and small emerging market countries. In this way, it takes advantage of investment opportunities that arise from long-term trends in demographics, deregulation, offshore outsourcing and improving corporate governance

Strategy:

This Portfolio invests primarily in companies under $3 billion in market cap at the time of purchase, but may invest in companies of any size.  The Portfolio is diversified by sector, but may include a larger concentration of companies in a few sectors.  The Fund seeks to identify what are believed to be the best companies in an inefficient, growing, and less correlated asset class.

Compared to Other Wasatch Portfolios:

This portfolio is more concentrated in smaller emerging countries than the Emerging Markets Small Cap Portfolio and also invest in frontier markets.

Mutual Fund:Wasatch Frontier Emerging Small Countries Fund (WAFMX)

Frontier Emerging Small Countries Composite Performance

as of 03/31/2014
1Yr3Yr5Yr10Yr
Gross13.58%N/AN/AN/A
Net11.57%N/AN/AN/A
MSCI Frontier Emerging Markets Index7.17%N/AN/AN/A
MSCI Frontier Markets Index24.99%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 Frontier Markets and Frontier Emerging Markets Indexes are free float-adjusted market capitalization indexes that are designed to measure equity market performance in the global frontier and emerging markets.  

You cannot invest directly in indexes.

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

CFA® is a trademark owned by CFA Institute.