Wasatch Small Cap Value Fund Institutional Class Shares

The Wasatch Small Cap Value Fund Institutional Class Shares is a mutual fund focused on achieving long-term capital growth, with income as a secondary objective. Targeting primarily small companies, the fund invests at least 80% of its assets in the equity securities of businesses with market capitalizations below $2.5 billion. Utilizing a bottom-up investment approach, the fund seeks to identify undervalued companies demonstrating potential for future growth, often capitalizing on inefficiencies that arise when growth stocks transition into value stocks. With a diversified portfolio typically holding between 45 and 65 positions, it invests across a broad spectrum of sectors—including industrials, real estate, technology, consumer cyclical, healthcare, and financial services. The fund may also allocate a portion of its assets to foreign companies in both developed and emerging markets. Since its inception, the fund has played a significant role in providing institutional investors access to the small-cap value segment, aiming to benefit from both multiple expansion and earnings growth opportunities within underappreciated areas of the market.