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My Account ContactWrapperClient First By the Numbers Employee-Owned Culture We Believe in Team Culture Is Our Advantage Philosophy & Process Investment Philosophy Research Process Multiple Eyes Global Perspective History Thoughtful Growth Our Team Our Team Portfolio Management Board of Directors Client Services ESG at Wasatch Investment Approach Key Pillars Material Factors Industry Standards Milestones Dedicated Team Responsibility Diversity Employee Benefits Community Environment Strategies Wrapper Mutual Funds Performance Overview Sub-wrapper U.S. Core Growth Long/Short Alpha Micro Cap Micro Cap Value Small Cap Growth Small Cap Value Ultra Growth U.S. Select Hoisington U.S. Treasury Non-U.S. Emerging India Emerging Markets Select Emerging Markets Small Cap Frontier Emerging Small Countries Greater China International Growth International Opportunities International Select Empty column Global Global Opportunities Global Select Global Value Separate Accounts Performance Overview Sub-wrapper U.S. Micro Cap Growth-U.S. Micro Cap Value Small Cap Core Growth Small Cap Growth Small Cap Ultra Growth Small Cap Value U.S. Select Non-U.S. Emerging India Emerging Markets Select Emerging Markets Small Cap Frontier Emerging Small Countries Greater China International Micro Cap International Select International Small Cap Growth Empty Column Global Global Select Global Small Cap Global Value CITs Collective Investment Trusts News & Insights Wrapper News & Insights News Insights Resources Wrapper Literature Mutual Funds Literature Separate Accounts Literature Applications & Forms New Account Applications Account Change / Update Forms Distributions Mutual Funds Distributions My Account Contact We Are We are100% Employee Owned Independent We are 100% employee-owned and committed to staying that way. Off the beaten path and far from Wall Street, we’ve been known for decades for our original thinking. Independence is the vital center of the meritocracy we’ve built to nurture excellence, collaboration, innovation and intellectual curiosity. Learn MoreWe are92 Employees Committed to Our Clients Success at Wasatch isn’t measured by assets under management, but by our ability to serve our clients’ needs and deliver excess returns. In everything we do, we put our clients’ interests first. We have repeatedly demonstrated that commitment through our willingness to close successful investment strategies and thereby protect current clients. Learn MoreWe are35 Research Professionals Disciplined Investors We are 100% focused on active investment management. For more than four decades, we have applied our bottom-up investment approach to finding high-quality growth companies. Our collaborative process focuses on capturing earnings growth in high-quality businesses—and, in turn, generating strong risk-adjusted returns. Learn MoreWe are49 years of unparalleled experience Small-Cap Specialists We are a comprehensive small-cap equity manager with deep experience across the landscape. We offer unparalleled coverage of the global small-cap universe. Our investment process requires that we roll up our sleeves, conducting intensive research to build a detailed understanding of companies and their prospects. Learn MoreINDEPENDENT COMMITTED DISCIPLINED SPECIALISTS Mission Strategies Our Mission Wasatch Global Investors is a comprehensive small-cap equity manager singularly focused on delivering superior risk-adjusted returns for our clients. In everything we do, we seek to achieve excellence through intellectual curiosity and collaboration. Our Strategies Our roots are in small-cap investing, but our process has proven successful in identifying quality businesses of all sizes. We organically develop investment strategies that seek to capture earnings growth in high-quality businesses around the world. Today, we have 19 strategies that span market caps and geographies. News & Insights India: A View From The Ground May 8, 2024 Among emerging-market countries, the Wasatch investment team remains particularly constructive on India. Our team visits the country regularly, meeting with… MoreSee More News & InsightsMarket Scout – Mega-Caps Could Be Passing the Baton to Small-Caps April 5, 2024 In this Market Scout, we want to build on what we communicated a few months ago. Back then, we described… MoreSee More News & InsightsIs It Time for a Changing of The Guard? March 28, 2024 Q: Are markets poised for a new cycle of small-cap leadership? JB Taylor: As long-term investors in small-caps, we never… MoreSee More News & InsightsWasatch Core Growth Fund to Close to New Investors March 25, 2024 Wasatch Global Investors announced today that as of 4:00 p.m. EDT on April 30, 2024, the Wasatch Core Growth Fund… MoreSee More News & InsightsNakul Chaturvedi Rejoins Wasatch April 24, 2024 Wasatch Global Investors announced today that Nakul Chaturvedi has rejoined Wasatch as an Associate Portfolio Manager on the Wasatch Global… MoreSee More News & InsightsWebinar: 1Q24 U.S. Small Cap Strategies Update and Outlook April 10, 2024 Click here to register and view the replay. Participants: JB Taylor, CEO, Portfolio Manager Ryan Snow, Portfolio Manager Eric Bergeson,… MoreSee More News & InsightsWebinar: 1Q24 International (ex U.S.) and EM Strategies Update and Outlook April 11, 2024 Click here to register and view the replay. Participants: Dan Chace, CFA, Portfolio Manager Linda Lasater, CFA, Portfolio Manager Eric… MoreSee More News & InsightsNeal Dihora Announcement March 25, 2024 Wasatch Global Investors announced today that Neal Dihora, Portfolio Manager of the Wasatch Emerging Markets Select Fund and its related… MoreSee More News & InsightsWebinar: Long/Short Alpha Fund March 20, 2024 Click here to register and view the replay. Click here to view the presentation. Participants: Mick Rasmussen, CFA, Portfolio Manager… MoreSee More News & Insights2023 Tax Information is Now Available January 30, 2024 Dear Shareholders, Because tax time can sometimes be confusing, we wanted to share a summary of the materials you should… MoreSee More News & InsightsMarket Scout – Across Markets, Similar Investment Themes Played Out During 2023 January 9, 2024 Themes often drive overall investment performance. In the U.S. during 2023, a market-capitalization theme was remarkably uniform. The so-called Magnificent… MoreSee More News & InsightsWebinar: 4Q23 U.S. Small Cap Strategies Update and Outlook January 9, 2024 Click here to register and view the replay. Participants: Mike Valentine, Portfolio Manager Austin Bone, Portfolio Manager Eric Bergeson, President… MoreSee More News & InsightsWebinar: 4Q23 International (ex U.S.) and EM Strategies Update and Outlook January 11, 2024 Click here to register and view the replay. Participants: Ajay Krishnan, CFA, Portfolio Manager Ken Applegate, CFA, CMT, Portfolio Manager… MoreSee More News & InsightsWasatch Portfolio Manager Updates January 8, 2024 Wasatch Global Investors announced today portfolio-manager changes that include updated roles for longtime investment professionals JB Taylor and Jim Larkins…. MoreSee More News & InsightsA New Era for Small-Caps? November 28, 2023 Large-cap stocks have outperformed small-caps for more than a decade. At this point in the cycle, we believe small-cap valuations… MoreSee More News & InsightsRecession, Soft Landing or Persistent Inflation? November 17, 2023 In the years following the Covid-19 pandemic, the macroeconomic events shaping markets have been truly historic. First, a wave of… MoreSee More News & InsightsMarket Scout – Value” Funds in a Growth Shop October 6, 2023 The third quarter of 2023 was negative for stocks as investors fretted over persistent inflation, higher-for-longer interest rates, the threat… MoreSee More News & InsightsMarket Scout – On-the-Ground Research In India and China July 7, 2023 As bottom-up investors focused on fundamentals, Wasatch approaches research trips differently than many other firms. Instead of...