Wasatch Global Investors

We’re pleased to announce the three-year anniversary of the Wasatch Long/Short Alpha Fund. The Fund was launched to seek small-cap-like returns while reducing volatility through shorting. In a timeframe that covers a full market cycle, it’s done just that. From a market selloff in 2022 to a subsequent rebound to record highs, the Fund has continued to generate attractive risk-adjusted returns. Discover more about our approach to this small- and mid-cap long/short offering. Click here to learn more and review important disclosures: https://lnkd.in/g8N8z26T Wasatch Funds are distributed by ALPS Distributors, Inc. (ADI). ADI is not affiliated with Wasatch Global Investors.

Barron's – ?If the Magnificent Seven Fall, Small-Caps Stand Ready for a Potential Rally In a recent Barron’s interview, Wasatch Global Investors CEO JB Taylor shared timely insights on small-cap investing. With small-cap stocks near their most attractive relative valuations in 25 years, Taylor highlights how Wasatch’s disciplined, collaborative approach sets the firm apart in finding high-quality opportunities that are often overlooked in today’s market. https://lnkd.in/gmQUCJaS

Market Scout – Lessons Learned Through Nearly 50 Years of Investing At Wasatch Global Investors, we’ve always been a learning organization. That means we take an honest look at our mistakes and strive to learn from them. In our latest Market Scout, we share some of those mistakes and the lessons that sprang from those moments. https://lnkd.in/g-yZX2X6

We’re excited to be a part of Mercer’s Learn, Share and Connect Festival this October. Click here: https://lnkd.in/eaqvCMkD to register for Wasatch’s session on “Alpha Generation: The Art of Assessing Management Teams,” taking place on October 10th at 10am EDT.?Wasatch’s President, Eric Bergeson, will moderate the presentation and he will be joined by Natalie Pesqué (U.S. Micro Cap Portfolio Manager, Wasatch) and Robinson Clarke (Founder, Collected Intelligence).?The event is free to all asset owners. We hope to see you then. #investing @Mercer-Investments

Wasatch Global Investors is pleased to sponsor the Markets Group Institutional Retreat in Park City, Utah. Wasatch’s Karti Bhatt will join the panel discussion on Tuesday, July 16, to discuss the opportunities we see in emerging markets. See you there! #MarketsGroup

Market Scout – Playing Defense The Wasatch Global Value strategy is currently positioned in well-priced, defensive large-caps. Our next portfolio-management shift may be into slightly more cyclical consumer companies as the economy slows but becomes positioned for an eventual recovery. https://lnkd.in/gP7ziHdY

Minds?AND?Machines The Role of Quantitative Analysis in Fundamental Investment Research https://lnkd.in/gVJeNHE8

India: A View From The Ground Key Takeaways From Our Latest Research Trip https://lnkd.in/gSackycJ

Market Scout – Mega-Caps Could Be Passing the Baton to Small-Caps Although the “Magnificent Seven” mega-cap tech companies have recently attracted most of the attention, we think high-quality small-caps have quietly become positioned for better long-term rewards in the stock market. https://lnkd.in/g7ep9rAa

Is a Small-Cap Cycle Overdue? Why now may be the time to rotate – read our take here. https://lnkd.in/grBndUmz