Wasatch Long/Short Alpha Fund Institutional Class · NASDAQ:WGLSX
Wasatch Long/Short Alpha Fund Institutional Class — Wasatch Global Investors — Q1 2024 Earnings Presentation
5 slides from Wasatch Long/Short Alpha Fund Institutional Class's earnings presentation, April 2024
Slide 1: U.S. Market Barometer
U.S. Market Barometer 1Q24 1 Year Value Core Growth Value Core Growth Large 8.99 10.30 11.41 Large 20.27 29.87 39.00 Mid 8.23 8.60 9.50 Mid 20.40 22.35 26.28 Small 2.90 5.18 7.58 Small 18.75 19.71 20.35 Lower Return Higher Return Source: Morningstar. Data as of 3/31/2024. The shading of a box indica
Slide 2: YTD Performance
YTD Performance AS OF M ARCH 31, 202 4 Index Weight (%) 4 3.8 Russell 2000 Growth YTD Contribution: 7.58% 1.9 2 1.1 0.6 0 SMCI MSTR Contribution 12/31/2023 3/31/2024 Contribution (All Others) (SMCI and MSTR) 52% 48% Market Cap (in billions) 59.1 60 40 25.6 20 15.8 9.3 SMCI QTD Return: 255% (292 bps)
Slide 3: Small-Cap Opportunities Always Exist
Small-Cap Opportunities Always Exist % of Russell 2000 Companies that Grew Revenues 20+% for the Next 5 Years 16% 16% 15% 13% 13% 12% 11% 11% 11% 10% 10% 10% 10% 10% 9% 9% 9% 9% 7% 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 Source: Wasatch Global I
Slide 4: Small-Cap Opportunities Always Exist: Cumulative Return %
Small-Cap Opportunities Always Exist Over time, companies that maintain growth have historically delivered top returns 5-Year Return of 20%+ Revenue Growers 293 Cumulative Return % 211 180 169 155 152 152 145 130 121 109 106 108 97 96 100 94 86 76 68 63 62 61 55 44 44 48 48 37 39 22 25 24 22 20 -6 2
Slide 5: Disclosures
Disclosures Information in this document regarding market or economic trends or the factors influencing historical or future performance reflects opinions as of the date of this document. These statements should not be relied upon for any other purpose. Past performance is no guarantee of future res
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