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Wasatch Emerging India Portfolio   

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The Wasatch Emerging India Portfolio is focused on high quality companies in India.

About This Portfolio

Inception:04/26/2011
Net Assets:$323.1 (million) as of 10/31/18
Account Minimum:$10 million
Objective:

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

Strategy:

The Portfolio invests primarily in small companies as well as some mid-sized companies with market caps of less than $5 billion at the time of purchase. Holdings may include a large concentration of companies in few sectors. The Portfolio seeks companies with excellent earnings growth, which may also capture P/E expansion as their success is more broadly recognized.

Compared to Other Wasatch Portfolios:
This is the only Wasatch portfolio solely focused on India.
Mutual Fund:Wasatch Emerging India Fund (WAINX)

Emerging India Composite Performance

as of 10/31/2018
1Yr3Yr5Yr10Yr
Gross-5.98%11.17%17.76%N/A
Net-7.13%9.76%16.20%N/A
MSCI India IMI Index-15.14%3.99%7.02%N/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 India Composite Presentation, Complete List of Composites

CFA® is a trademark owned by CFA Institute.