The Wasatch Global Select Strategy is managed by a team of experienced investment professionals led by Mick Rasmussen (11 years at Wasatch), along with Derrick Tzau (8 years) and Stuart Rigby (1 year). The strategy operates as part of Wasatch Global Investors, a 100% employee-owned firm founded in 1975 and headquartered in Salt Lake City, Utah. The firm has been SEC-registered since October 23, 1975, under the Investment Advisers Act of 1940. With over 40 employee shareholders and no single employee owning 20% or more of the firm, Wasatch maintains a collaborative culture focused on long-term investment excellence. The management team oversees a high-conviction, concentrated portfolio of 20-40 stocks globally, maintaining 99% active share through rigorous fundamental analysis. The firm employs a team of 34 analysts and portfolio managers who conduct extensive travel and on-site company visits to support their investment decisions.

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The Wasatch Global Select Strategy is built on the fundamental belief that 'earnings growth drives stock prices over the long term.' The strategy employs a truly active, collaborative, bottom-up fundamental process targeting the highest-quality growth companies across the globe. The investment team seeks high-quality companies that can grow faster and longer than generally anticipated and have the potential to become tomorrow's leaders. Using proprietary screening tools, the team targets companies with consistent earnings growth, strong cash flows, and above-average returns on capital. The Multiple Eyes™ collaborative process involves multiple team members in research and decision-making, supported by extensive travel and on-site company visits. The firm generates over 90% of research internally while conducting extensive screening to find high-quality growth companies that haven't been discovered or properly understood by most investors. The strategy specifically targets companies capable of growing earnings a minimum of 10-15% per year for at least three to five years, focusing on businesses with identifiable, sustainable competitive advantages and proven management teams.

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