Wasatch Long/Short Alpha Fund Institutional Class · NASDAQ:WGLSX

Wasatch Long/Short Alpha Fund Institutional Class — Wasatch Global Investors — Q4 2023 Earnings Presentation

13 slides from Wasatch Long/Short Alpha Fund Institutional Class's earnings presentation, January 2024

  1. Slide 1: Ex-U.S. Developed Markets Barometer

    Ex-U.S. Developed Markets Barometer 4Q23 YTD Value Core Growth Value Core Growth Large 8.49 10.61 12.80 Large 19.01 18.28 17.65 Mid 8.82 10.03 11.38 Mid 16.37 16.52 16.70 Small 10.04 10.60 11.18 Small 14.70 12.62 10.57 Lower Return Higher Return Source: Morningstar. Data as of 12/31/2023. The shadin

  2. Slide 2: Ex-U.S. Developed Markets Barometer

    Ex-U.S. Developed Markets Barometer 4Q23 YTD 4Q23 YTD MSCI Japan 8.19 20.32 MSCI Japan Small 7.45 13.33 MSCI UK 6.86 14.09 MSCI UK Small 13.26 16.32 Lower Return Higher Return Source: Morningstar. Data as of 12/31/2023. The shading of a box indicates the performance of the index in that segment. Sha

  3. Slide 3: Emerging Markets Barometer

    Emerging Markets Barometer 4Q23 YTD Value Core Growth Value Core Growth Large 8.05 7.86 7.72 Large 14.21 9.83 5.83 Mid 10.05 9.00 7.97 Mid 16.28 14.11 11.97 Small 10.18 8.95 7.74 Small 24.10 23.92 23.79 Lower Return Higher Return Source: Morningstar. Data as of 12/31/2023. The shading of a box indic

  4. Slide 4: Emerging Markets Barometer

    Emerging Markets Barometer 4Q23 YTD 4Q23 YTD MSCI India 11.90 20.81 MSCI India Small 12.21 42.63 MSCI China -4.22 -11.20 MSCI China Small -2.94 -24.86 MSCI Taiwan 17.40 30.42 MSCI Taiwan Small 13.33 43.61 Lower Return Higher Return Source: Morningstar. Data as of 12/31/2023. The shading of a box ind

  5. Slide 5: Cumulative Change (%) - Wasatch Emerging Markets Select

    Wasatch Emerging Markets Select PE RIO DS E NDE D DE CE M B E R 31, 2023 – TRAILING 5-YE ARS Cumulative Captured Growth vs Return 350% Annualized Captured Earnings Growth Captured Sales Growth Wasatch Emerging Markets Select Composite (Net) 31.2% 250% Cumulative Change (%) 23.6% 150% 12.7% 50% -50%

  6. Slide 6: Cumulative Change (%) - Wasatch International Small Cap Growth

    Wasatch International Small Cap Growth PE RIO DS E NDE D DE CE M B E R 31, 2023 – TRAILING 5-YE ARS Cumulative Captured Growth vs Return 200% Annualized Captured Earnings Growth Captured Sales Growth 22.9% Wasatch International Small Cap Growth Composite (Net) Cumulative Change (%) 15.6% 100% 5.6% 0

  7. Slide 7: Performance

    Performance PE RIO DS E NDE D DE CE M B E R 31, 2023 Total Returns (%) Inception Quarter YTD 1 Year 3 Years 5 Years 10 Years (12/31/12 ) Emerging Markets Select Composite (Gross) 12.49 19.19 19.19 -1.53 13.31 7.04 6.32 Emerging Markets Select Composite (Net) 12.35 18.53 18.53 -2.10 12.68 6.36 5.63 M

  8. Slide 8: Performance

    Performance PE RIO DS E NDE D DE CE M B E R 31, 2023 Total Returns (%) Inception Quarter YTD 1 Year 3 Years 5 Years 10 Years (4/30/02 ) International Small Cap Growth Composite (Gross) 14.42 13.46 13.46 -5.98 6.57 4.78 10.18 International Small Cap Growth Composite (Net) 14.18 12.50 12.50 -6.81 5.60

  9. Slide 9: Disclosures

    Disclosures Disclosures continued on the next slide. 9

  10. Slide 10: Disclosures

    Disclosures Returns include the reinvestment of all income. Net performance was calculated using actual management fees. Some portfolio net-of-fees returns may be net of performance-based fees. Mutual funds are included in this composite. Net returns have been reduced by only the mutual fund managem

  11. Slide 11: Disclosures

    Disclosures WASATCH GLOBAL INVESTORS INTERNATIONAL SMALL CAP GROWTH COMPOSITE Total Comp osite Assets Annual Performance Results (%) Year Firm U.S. Numb er MSCI AC MSCI World MSCI AC World MSCI World Ex- Comp osite Internal Comp osite End Assets Dollars of World Ex-USA Ex-USA Ex-USA Small USA Small

  12. Slide 12: Disclosures

    Disclosures Returns include the reinvestment of all income. Net performance was calculated using actual management fees. Some portfolio net-of-fees returns may be net of performance-based fees. Mutual funds are included in this composite. Net returns have been reduced by only the mutual fund managem

  13. Slide 13: 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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