Wasatch Global Select Fund Investor Class (WAGSX) Stock Analysis

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• A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
• An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
• Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.

Wasatch Global Select Fund Investor Class (WAGSX) Financial Services Profile

Wasatch Global Select Fund Investor Class (WAGSX) is a non-diversified mutual fund that invests in equity securities of foreign and domestic companies, seeking to leverage growth across various market capitalizations and geographic regions.

What Is the Investment Thesis for WAGSX?

The investment thesis for Wasatch Global Select Fund Investor Class (WAGSX) is anchored in its focus on equity securities across diverse market capitalizations, particularly in foreign markets. The fund's strategy of investing significantly in companies tied to emerging and frontier markets positions it to capture growth in regions that are expected to expand rapidly. With a market cap of $12.4M, the fund operates in a competitive landscape where its non-diversified approach allows for targeted investments in high-potential companies. The fund's gross margin stands at 100%, indicating a strong operational efficiency in managing its investment portfolio. However, the profit margin is currently negative at -131.9%, which highlights the challenges faced in achieving profitability amidst market fluctuations. As global economic conditions evolve, WAGSX's ability to adapt its investment strategy and capitalize on emerging opportunities will be crucial for its long-term performance. The fund's current focus on equity securities, combined with its geographical diversification, positions it to leverage growth trends in both developed and emerging markets, making it a compelling option for investors seeking exposure to global equities.

Based on FMP financials and quantitative analysis

WAGSX Key Highlights

Market Cap of $12.4M reflects a focused investment strategy in select equities.

• Profit Margin of -131.9% indicates current challenges in achieving profitability.
• Gross Margin of 100.0% demonstrates operational efficiency in managing investments.
• Beta of 1.15 suggests a higher volatility compared to the broader market.
• No dividend yield, aligning with the fund's growth-focused investment strategy.

Who Are WAGSX's Competitors?

WAGSX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.

AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance

What Are WAGSX's Key Strengths?

Strong operational efficiency with a gross margin of 100%.

• Focus on high-growth foreign and domestic companies.
• Non-diversified strategy allows for concentrated investments in select equities.
• Expertise in navigating global markets enhances investment decisions.

What Are WAGSX's Weaknesses?

Negative profit margin of -131.9% indicates challenges in profitability.

• Non-diversified approach may increase risk exposure to specific sectors.
• Limited brand recognition compared to larger asset management firms.
• Dependence on market conditions for performance can lead to volatility.

What Could Drive WAGSX Stock Higher?

Expansion of investment strategy to include more sustainable and ESG-focused companies.

• Active management of the portfolio to adapt to changing market conditions.
• Continued focus on identifying high-growth opportunities in emerging markets.
• Potential for increased investments in alternative asset classes.
• Monitoring global economic trends to inform tactical asset allocation.

What Are the Key Risks for WAGSX?

Financial-distress signal — its Altman Z-Score of 0.01 sits in the distress zone (elevated bankruptcy risk).

• Negative return on equity (-6.5%) — the business is not currently generating profit on shareholder capital.
• Increased market volatility could adversely impact fund performance.
• Regulatory changes may affect the asset management industry.
• Economic downturns in key markets could limit growth opportunities.
• Competition from larger firms may pressure market share and fees.

What Are the Growth Opportunities for WAGSX?

• Growth opportunity 1: The increasing globalization of markets presents a significant growth driver for WAGSX. As companies in emerging markets continue to expand, the fund's focus on foreign equities positions it to benefit from this trend. The global equity market is projected to reach $100 trillion by 2028, providing ample opportunities for investment in high-growth companies. WAGSX's strategy of investing in diverse market capitalizations allows it to capture a wide range of growth prospects, particularly in rapidly developing economies.
• Growth opportunity 2: The shift towards sustainable investing is reshaping the asset management landscape, and WAGSX can leverage this trend by focusing on companies with strong ESG (Environmental, Social, and Governance) practices. As investors increasingly prioritize sustainability, funds that align with these values are likely to attract more capital.
• Growth opportunity 3: Technological advancements are transforming the asset management industry, and WAGSX can capitalize on this by integrating innovative investment technologies. The rise of fintech solutions and data analytics can enhance the fund's investment decision-making process and improve operational efficiencies.
• Growth opportunity 4: The increasing demand for alternative investments presents an opportunity for WAGSX to diversify its portfolio further. By exploring investments in private equity, real estate, and other non-traditional asset classes, the fund can enhance its risk-return profile.
• Growth opportunity 5: As global economic conditions evolve, WAGSX can benefit from tactical asset allocation strategies that allow it to adjust its portfolio in response to market dynamics. By actively managing its investments and reallocating assets based on macroeconomic trends, the fund can enhance its performance and capitalize on short-term opportunities. This adaptive approach is crucial in a rapidly changing economic environment.

What Are WAGSX's Competitive Advantages?

• Non-diversified investment strategy allows for focused capital allocation.
• Expertise in identifying high-growth companies in emerging markets.
• Strong operational efficiency with a gross margin of 100%.
• Ability to adapt to changing market conditions through tactical asset allocation.
• Established reputation in the asset management industry enhances credibility.

What Does WAGSX Do?

Wasatch Global Select Fund Investor Class (WAGSX) was established with the goal of providing investors access to a diverse portfolio of equity securities from both foreign and domestic companies. The fund primarily focuses on investing in companies across all market capitalizations, which allows it to tap into a broad spectrum of growth opportunities. Under normal market conditions, WAGSX allocates its assets mainly to common stocks, reflecting a strategy that emphasizes equity investments. The fund is particularly notable for its significant investments in companies that are economically tied to foreign markets, including those in developed, emerging, and frontier economies. This approach enables WAGSX to capitalize on the growth potential of various international markets while diversifying its investment risk. The fund is managed with a non-diversified strategy, which allows for a more concentrated investment approach in select companies that exhibit strong growth prospects. As a result, WAGSX seeks to achieve capital appreciation by investing in high-quality companies that have the potential for substantial growth. The fund's headquarters are located in Salt Lake City, Utah, and it operates within the broader financial services sector, specifically in the asset management industry. With a focus on equity securities, WAGSX aims to deliver long-term value to its investors through strategic investments in a dynamic global market landscape.

What Products and Services Does WAGSX Offer?

• Invests primarily in foreign and domestic companies of all market capitalizations.
• Focuses on equity securities, particularly common stocks.
• Seeks to capitalize on growth opportunities in developed, emerging, and frontier markets.
• Operates as a non-diversified fund, allowing for concentrated investments.
• Aims for capital appreciation through strategic equity investments.
• Manages a portfolio that reflects a diverse range of industries and sectors.

How Does WAGSX Make Money?

• Generates returns through capital appreciation of equity investments.
• Invests in a mix of foreign and domestic companies to diversify risk.
• Focuses on high-quality companies with strong growth potential.
• Employs a non-diversified strategy for concentrated investments.
• Seeks to leverage global market opportunities for enhanced returns.

What Industry Does WAGSX Operate In?

The asset management industry is witnessing significant growth, driven by increasing investor demand for diversified investment options and exposure to global markets. With a focus on equity securities, firms like Wasatch Global Select Fund Investor Class (WAGSX) are positioned to capitalize on the expanding market opportunities in both developed and emerging economies. The global asset management market is projected to grow at a CAGR of approximately 5% over the next several years, indicating a robust environment for funds that can effectively navigate market complexities. WAGSX's strategy of investing in a diverse range of companies allows it to remain competitive in this evolving landscape, where adaptability and strategic foresight are essential for sustained growth.

Who Are WAGSX's Key Customers?

• Individual investors seeking exposure to global equities.
• Institutional investors looking for diversified investment options.
• Retirement funds aiming for long-term capital growth.
• Wealth management firms that require diversified asset management solutions.
• Financial advisors seeking mutual fund options for client portfolios.

Wasatch Global Select Fund Investor Class (WAGSX) Valuation Context

Valued at $12.4M, WAGSX is classified as a micro-cap stock. Relative to its peer group, WAGSX's quantitative score of 51/100 is roughly in line with the peer average of 47/100.

Return on equity for Wasatch Global Select Fund Investor Class stands at -6.5%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is -4.9%, showing how much profit it generates from its asset base. A current ratio of 1.93 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 0.0%, the inverse of the P/E and a quick read on earnings relative to price.

Wasatch Global Select Fund Investor Class's Piotroski F-Score is 4/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 0.01 places it in the distress zone, a signal of elevated financial risk.

WAGSX Financials

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Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

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