Wasatch Advisors LP

Investment Strategy

Wasatch Advisors employs a bottom-up, fundamentally-driven investment strategy focused on micro-, small-, and mid-cap equities around the world. The firm combines robust quantitative screening, detailed fundamental analysis, and careful portfolio construction with an emphasis on identifying companies with long-term growth potential, strong business drivers, and superior profitability. Wasatch’s process encourages deep collaborative research, building in-depth financial models to understand intrinsic value, and a willingness to close strategies to protect existing clients. The firm invests alongside clients and aligns its interests by fostering long-term compensation incentives for investment professionals. Wasatch offers active management through mutual funds, separate accounts, and institutional strategies, primarily targeting companies perceived as high-quality or undervalued relative to their long-term prospects.