Wasatch Long/Short Alpha Fund Institutional Class · NASDAQ:WGLSX
Wasatch Long/Short Alpha Fund Institutional Class — Wasatch Global Investors — Q3 2025 Earnings Presentation
6 slides from Wasatch Long/Short Alpha Fund Institutional Class's earnings presentation, November 2025
Slide 1: U.S. Market Barometer as of 9/30/25
U.S. Market Barometer as of 9/30/25 3Q25 YTD Value Core Growth Value Core Growth Large 5.33 7.99 10.51 Large 11.65 14.60 17.24 Mid 6.18 5.33 2.78 Mid 9.50 10.42 12.84 Small 12.60 12.39 12.19 Small 9.04 10.39 11.65 Lower Return Higher Return Source: Morningstar. Data as of 9/30/2025. The shading of a
Slide 2: Historical Performance: High vs Low Quality
Historical Performance: High vs Low Quality Source: FactSet. Rolling 25-week performance, beginning September 25, 2015 and ending September 25, 2025, of the top quintile, or “high quality,” stocks relative to the performance of the bottom quintile, or “low quality,” stocks. The investment universe i
Slide 3: Speculative Companies Driving Higher Valuations
Speculative Companies Driving Higher Valuations Russell 2000 Growth Weight > 30x Sales 30 25 20 15 10 5 0 Mar-97 Mar-99 Mar-01 Mar-03 Mar-05 Mar-07 Mar-09 Mar-11 Mar-13 Mar-15 Mar-17 Mar-19 Mar-21 Mar-23 Mar-25 Non-Biotech Biotech Source: Factset Monthly data from March 1997 to Sep 2025. The chart d
Slide 4: Historical Performance of High Valuation Companies
Historical Performance of High Valuation Companies Russell 2000 Growth Cumulative Performance (Log) 1600% 800% 400% 200% 100% 50% 25% 13% 6% 3% 2% 1% Mar-97 Mar-99 Mar-01 Mar-03 Mar-05 Mar-07 Mar-09 Mar-11 Mar-13 Mar-15 Mar-17 Mar-19 Mar-21 Mar-23 Mar-25 Non-Biotech >30X Sales All Other Source: Fact
Slide 5: Wasatch Remains Focused on Quality
Wasatch Remains Focused on Quality Relative ROA 14 12 10 8 6 4 2 0 -2 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Core - R2G SCG - R2G Source: Factset. The data shown above is for a representative account. Monthly data from December 2014 through September 2025. The chart displays the rela
Slide 6: 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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