Wasatch Emerging India Fund Institutional Class (WIINX)

Overview

The fund is an investment entity that directs its focus primarily on the Indian economic sector, dedicating at least 80% of its net assets—along with any borrowings intended for investment purposes—towards the equity securities of companies. These companies can range across all market capitalizations and are significantly tied to the economic fabric of India. Although the fund demonstrates a capacity to invest across various sectors, it has shown a propensity to allocate a substantial portion of its assets into a select few sectors, which includes financials, health care, industrials, information technology, consumer discretionary, and materials. This specialized investment strategy showcases the fund's non-diversified nature, as it pools resources into specific economic sectors that it identifies as having potential for high returns within the context of the Indian economy.

Products and Services

• Equity Securities Investment

  Primarily investing in the equity securities, such as common stock, of companies tied economically to India. This includes organizations of all market capitalizations, ranging from small startups to large, established companies, allowing investors a broad spectrum of investment opportunities within the Indian economy.

• Sector-Specific Investment

  Though the fund maintains the flexibility to invest across various sectors, it focuses largely on a few selected sectors: financials, health care, industrials, information technology, consumer discretionary, and materials. This strategy enables the fund to concentrate its resources into areas believed to offer significant growth or value opportunities in the context of India's economic landscape.

• Non-Diversified Portfolio Strategy

  Adopting a non-diversified investment approach, the fund may invest a larger portion of its assets in fewer sectors, potentially increasing the volatility of its portfolio but also allowing for concentrated exposure to sectors that the fund management believes will drive superior returns in the Indian market.