With tariff policies in flux and uncertainty hanging over markets, four Wasatch portfolio managers participated in an internal roundtable on the issue. Here are a few takeaways from that conversation:
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“Too often, investors focus only on what’s gone wrong for a company—our job is to ask what could go right that the market isn’t pricing in.”
Tune in as David Powers joins Alex Shahidi on the Insightful Investor podcast.
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Does the Small-Cap Premium Still Exist?
A New Angle on an Age-Old Debate
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Management Team Quality: A Critical Input Driving Alpha at Wasatch
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Market Scout – Research Trip Insights and a Notable Fund Milestone
In our latest Market Scout, we provide updates and thoughts from some of our investment teams.
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Market Scout – Lessons Learned Through Nearly 50 Years of Investing
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Minds AND Machines
The Role of Quantitative Analysis in Fundamental Investment Research
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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.
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Is It Time for a Changing of The Guard?
Wasatch Portfolio Manager and CEO JB Taylor Discusses the Potential for a New Small-Cap Cycle
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Morningstar – Wasatch’s Mike Valentine on Big Opportunities in Small-Cap Stocks
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India: A View From The Ground
Key Takeaways From Our Latest Research Trip
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China: A View From The Ground
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Market Scout – Although Stocks Were Volatile During The First Quarter, High Quality Has Come Back Into Favor
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Wasatch Announces 17 New Employee Shareholders
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Market Scout – Valuations and Stock-Price Trends May Forecast a Parting of Clouds in 2023
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After a Rough Year, Do Small-Caps Deserve a Closer Look?
Six Charts That Underscore the Potential Opportunity
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Wasatch Named in Pensions & Investments Best Places to Work in Money Management
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India and Greater China - Exploring the Investment Opportunities
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Market Scout - Our Senses Are Heightened When Stock Returns Diverge Too Far From Revenue- And Earnings-Growth Trends
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