Wasatch Global Select Fund Investor Class

The fund invests primarily in foreign and domestic companies of all market capitalizations. Under normal market conditions, it will invest the fund's assets primarily in equity securities, typically common stock, issued by foreign and domestic companies. The fund may invest a significant portion of its net assets in companies tied economically to foreign countries, which may include countries in developed, emerging or frontier markets. It is non-diversified.

Wasatch Global Select Fund Investor Class trades as WAGSX on NASDAQ. The company is classified in Financial Services / Asset Management - Global and reports in USD.

The current profile places the business in Asset Management - Global. This section is intended to summarize the operating segments, products, geographies, and main revenue lines from official filings.

Latest available fiscal data shows $140.97M of revenue and -$185.92M of net income.

Use this area for management strategy, capital allocation priorities, target markets, and measurable goals from the latest annual report or investor presentation.

The app now provides the structure, but exact strategic claims should come from official company documents before being treated as a finished investment thesis.

Wasatch Global Select Fund Investor Class can be compared against peers such as Innovator Emerging Markets 10 Buffer ETF, Ashmore Emerging Markets Active Equity Fund - Class A, Ashmore Emerging Markets Active Equity Fund - Institutional Class, Glenmede Women in Leadership US Eq, Hennessy Balanced Fund Investor Class, Hennessy Energy Transition Fund Investor Class.

A complete thesis should compare growth, margins, balance-sheet risk, valuation multiples, and market position against direct competitors.

Current signals to investigate include market capitalization of $12.50M, beta of 1.15, and return on equity of -6.9%.

This section should be validated with evidence such as durable margins, brand strength, regulation, switching costs, cost advantage, distribution, or technology.

Key risks should include financial leverage, cyclicality, customer concentration, regulatory exposure, currency risk, and execution risk.

WAGSX currently shows total debt of $1.10B and beta of 1.15. Missing data should be treated as a research gap, not as low risk.

Production-capacity detail is not available as structured data yet. For industrial, defense, semiconductor, or real-estate companies, this should be reviewed from annual reports and investor presentations.

No structured backlog field is available yet. If the company reports backlog, review the relevant filing section before adding it to the thesis.

Use this section for major contracts, product launches, construction projects, acquisitions, or strategic programs that can materially affect valuation.

Recent filings to review: N-CSRS (2026-06-03 00:00:00), NPORT-P (2026-05-05 00:00:00), NPORT-P (2026-05-05 00:00:00), NPORT-P (2026-05-05 00:00:00).

Customer concentration is not available as structured data here. Add it from official filings when a company discloses material customers or revenue concentration.

Supplier concentration and critical supply-chain dependencies are not available as structured data here. This should be researched from annual reports and risk disclosures.

Company website: https://wasatchglobal.com/wasatch-global-select-fund-investor/

For US-listed stocks, verify the thesis against official filings, earnings call transcripts, and company investor relations materials.