With tariff policies in flux and uncertainty hanging over markets, four Wasatch portfolio managers participated in an internal roundtable on the issue. Here are a few takeaways from that conversation:
https://t.co/KwlA1YV3xi
“Too often, investors focus only on what’s gone wrong for a company—our job is to ask what could go right that the market isn’t pricing in.���
Tune in as David Powers joins Alex Shahidi on the Insightful Investor podcast.
https://t.co/vmxgOtp7Kv
Market Scout – Research Trip Insights and a Notable Fund Milestone
In our latest Market Scout, we provide updates and thoughts from some of our investment teams.
https://t.co/5lNhgpyVqV
Although the “Magnificent Seven” mega-cap tech companies have recently attracted most of the attention, we think high-quality small-caps have quietly become positioned for better long-term rewards in the stock market.
https://t.co/GcsGiCvzS2
Is It Time for a Changing of The Guard?
Wasatch Portfolio Manager and CEO JB Taylor Discusses the Potential for a New Small-Cap Cycle
https://t.co/phB5jviwPx