Wasatch Global Value Fund Institutional Class Shares (WILCX)

Overview

The fund outlined represents a global investment initiative, focusing on the acquisition of equity securities from a broad spectrum of companies, irrespective of their market capitalization. This approach reflects a diversified strategy that not only includes exposure to domestic markets but significantly emphasizes investments in foreign enterprises. By mandating investments across at least three countries, one of which is the United States, the fund ensures a geographical diversification in its portfolio. This global outlook is central to its investment philosophy, aiming to capitalize on the varied growth opportunities presented by markets across the world. The character of the fund as one heavily invested in international markets distinguishes it from more regionally focused investment funds. Its strategic composition allows for a robust engagement with global economic dynamics, aiming to generate value through a comprehensive understanding and exploitation of global market efficiencies and inefficiencies.

Products and Services

• Equity Securities of Global Companies

The fund's primary investment vehicle entails purchasing equity securities, such as stocks, from both domestic and international companies. This encompasses a wide range of market capitalizations, ensuring a diversified portfolio that can adapt to and capitalize on global market trends. By not restricting itself to specific industries or sectors, the fund is positioned to take advantage of the growth potential across the entire market.

• Multi-Country Investment Strategy

A cornerstone of the fund’s strategy is its commitment to a multi-country investment approach. Specifically, it invests in companies domiciled in a minimum of three countries, including the U.S. This strategy underscores the fund’s objective of achieving a diversified global portfolio, mitigating risks associated with any single country's economy while exploring growth opportunities in various regions.

• Significant Investment in Foreign Companies

Central to the fund's philosophy is a significant allocation of its assets to companies based outside of the United States. This not only exemplifies its global investment approach but also allows investors to gain exposure to foreign markets, which may offer higher growth rates compared to their domestic counterparts. By diversifying its investments internationally, the fund aims to enhance potential returns for its investors through strategic placements in various foreign economies.