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Wasatch




Wasatch Advisors was founded in 1975. The firm specializes in managing funds for institutional and individual clients through investments in small and mid size companies. They have their In-House Research in Investments for the Wasatch Equity Funds are selected by an experienced research team. The team travels thousands of miles every year to get a firsthand look at prospective investments. Companies are subjected to intensive analysis to determine their potential to be rewarding investments.

There are many types of funds such as Wasatch Core Growth, Wasatch Global Science & Technology, Wasatch Heritage Growth, Wasatch International Growth and Wasatch Micro Cap.
 
Wasatch Core Growth Fund seeks long-term growth of capital. Income is a secondary consideration. The fund primarily invests in common stocks of growing companies with small to medium size market capitalizations of less than 5 billion dollars. The advisor seeks companies that have significantly better prospects than most companies for long-term capital appreciation based on historical and projected rates of earnings growth or on development of new products and services. It may also invest in preferred stocks and convertibles or bonds with attached warrants. The fund may invest a portion of assets in foreign securities.
 
Wasatch Global Science & Technology Fund seeks long-term growth of capital. The fund invests at least 65 percent of assets in equity securities of technology companies based in at least three countries including the United States. It looks for companies that developed or invented leading technology. The fund may invest in preferred stocks, warrants and IPO's.
 
The Wasatch Heritage Growth Fund seeks long-term capital growth. The fund will typically invest at least 65 percent of assets in common stock. It will generally invest in companies with a market capitalization between3 billion Dollar and 20 billion dollar. The fund may also invest up to 20 percent of assets in foreign companies. It is nondiversified.
 
Wasatch International Growth Fund seeks long-term capital appreciation. The fund normally invests in foreign growth companies. It will invest in at least three different developed, foreign country markets. The fund's portfolio of stocks will focus on small companies, though it may invest in companies of any size. The fund may also invest in emerging markets. It is also a non-diversified fund.

The Risk of the Wasatch Equity Funds invest primarily in the stocks of small and mid size companies. These stocks have the potential to deliver higher returns, but they also are subject to more risk and price volatility. The research team follows strict investment guidelines and carefully monitors the Funds’ investments.

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