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Wasatch Global Small Cap Portfolio   

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The Wasatch Global Small Cap Portfolio focuses on identifying great small and micro cap companies throughout the world

About This Portfolio

Inception:11/17/2008
Net Assets:$215.3 (million) as of 03/31/14
Account Minimum:$10 million
Objective:

The Wasatch Global Small Cap Portfolio seeks to provide long-term growth of capital.  The Portfolio invests primarily in small and micro cap companies in both domestic and foreign markets, including emerging markets.

Strategy:

The Portfolio uses the classic Wasatch approach of bottom-up, fundamental analysis combined with quantitative screening to identify what we believe to be the World's Best Growth Companies.  The Portfolio also invests in growth companies that we believe have experienced a temporary setback and therefore have appealing valuation relative to their long-term growth potential ("Fallen Angels"). Typically, the portfolio invests in smaller companies, however, the portfolio may also invest in larger companies where the appropriate criteria is met. The global nature of the portfolio allows Portfolio Managers Roger Edgley and JB Taylor to scour the globe without sector, size or geographic limitations to find what they believe to be the best investment opportunities.

Compared to Other Wasatch Portfolios:

May invest in companies of all sizes, in all industries, in any country in the world.

Mutual Fund:Wasatch Global Opportunities Fund (WAGOX)

Global Small Cap Composite Performance

as of 03/31/2014
1Yr3Yr5Yr10Yr
Gross15.40%11.87%26.14%N/A
Net13.75%10.27%24.14%N/A
MSCI AC World Small Cap Index20.74%9.66%23.77%N/A

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

The MSCI AC World Small Cap Index is an unmanaged index and includes reinvestment of dividends of issuers located in countries throughout the world representing developed and emerging markets.

 

You cannot invest directly in indexes.

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

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