The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WIAEX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the WIAEX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of WIAEX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Don’t throw in the towel.
Tony Thomas
Associate Director
Summary
Wasatch Small Cap Growth’s ugly 2025 doesn’t reduce its long-term appeal.