About WIGOX
The Wasatch Global Opportunities Fund Institutional Class is an actively managed mutual fund focused on achieving long-term capital growth. The fund primarily invests in a diversified portfolio of small- and micro-cap companies from both developed and emerging markets around the world, targeting firms with market capitalizations below $5 billion at the time of purchase. Its investment process is rooted in rigorous, bottom-up fundamental research, seeking to identify high-quality growth companies with strong potential—a philosophy known internally as the “Best of Wasatch.” This approach leads to a high-conviction portfolio typically holding between 50 and 80 positions, with a concentration in sectors such as healthcare, technology, industrials, financials, and consumer discretionary. The fund is particularly known for its willingness to invest significantly in sectors and regions where the investment team sees high conviction, notably including emerging markets like India. By emphasizing companies that are also featured in other Wasatch strategies, the fund aims to leverage the firm’s collective research insights and expertise in global small-cap investing, serving institutional clients seeking exposure to global growth opportunities beyond large-cap equities.
Fund Family Wasatch
Category World Small/Mid Stock
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol WIGOX
Share Class Institutional Class Shares
Index MSCI All Country World Small Cap NR
WIGOX had a total return of -2.19% in the past year, including dividends.
Since the fund's inception, the average annual return has been 10.68%.
