Small-cap and emerging-markets growth equity insights from Wasatch Global Investors.
Wasatch Global Investors portfolio managers present a first-quarter 2026 update and Q&A on their U.S. small-cap strategies, covering performance drivers and market outlook. The webinar is intended for institutional investors and includes discussion of factors affecting strategy performance during the period.
Wasatch Global Investors portfolio managers and a client portfolio manager review the performance of their International (Ex-U.S.) and Emerging Markets equity strategies during Q1 2026, followed by a Q&A session. The webinar, intended for institutional investors, covers key factors affecting strategy performance and the outlook for international and EM markets.
Wasatch Global Investors has filed a preliminary registration statement with the SEC for the Wasatch Small/Mid Cap ETF, its first actively managed ETF, expected to launch in June 2026 pending regulatory approval. The fund targets high-quality SMID-cap companies and has been purpose-built for the ETF vehicle, leveraging Wasatch's 50-year history in small- to mid-cap investing.
In a roundtable discussion, three Wasatch portfolio managers assess the current state of U.S. small- and micro-cap equities, covering topics including the impact of private market growth on the public opportunity set, IPO market dynamics, and the rising share of unprofitable companies in small-cap indices. The managers argue that high-quality, long-duration small-cap growth companies remain attractively valued relative to the broader universe, as speculative and unprofitable names have recently outperformed.
Wasatch Global Investors has reopened its Core Growth Fund (WGROX/WIGRX) to new investors, citing attractive valuations in high-quality small-cap companies relative to the broader small-cap universe. Lead portfolio manager Mike Valentine describes the current environment as a compelling entry point for long-term investors, with the fund having ample capacity to accommodate new shareholders.