Wasatch International Select Fund Investor Class (WAISX) Fund Overview

Wasatch International Select Fund Investor Class Company Overview

Wasatch International Select Investor (WAISX) is a mutual fund that invests primarily in foreign companies of all market capitalizations within developed markets, excluding the United States. The fund offers exposure to international equities, with the flexibility to allocate significant portions of its assets to specific geographic regions, providing diversification opportunities for investors.

What Is the Investment Thesis for WAISX?

The investment thesis for Wasatch International Select Investor (WAISX) centers on its ability to provide diversified exposure to developed international equity markets. With a focus on companies tied to the MSCI EAFE Index (excluding the U.S.), WAISX offers investors a way to participate in the growth of economies outside the United States. The fund's flexibility to invest across all market capitalizations allows it to capture opportunities in both large-cap and smaller-cap companies, potentially enhancing returns. Key value drivers include the fund's active management, which aims to identify undervalued or high-growth companies through rigorous research. A potential catalyst is the continued growth of developed international economies, which could drive increased earnings for the companies held in the fund's portfolio. However, potential risks include currency fluctuations and geopolitical instability, which could negatively impact the fund's performance. The fund's beta of 1.00 indicates market-average volatility.

Based on FMP financials and quantitative analysis

WAISX Key Highlights

Invests primarily in foreign companies of all market capitalizations, providing broad exposure to international equities.

• Focuses on companies tied economically to foreign developed markets included in the MSCI EAFE Index, excluding the United States.
• Offers the flexibility to invest a large percentage of its assets in specific regions or markets, such as Asia, Japan, Europe, and the United Kingdom.
• The fund has a beta of 1.00, indicating market-average volatility relative to its benchmark.
• The fund does not offer a dividend, focusing instead on capital appreciation.

What Are WAISX's Key Strengths?

Focus on developed international markets provides stability.

• Flexibility to invest across all market capitalizations.
• Experienced investment management team.
• Diversification benefits for investors.

What Are WAISX's Weaknesses?

Exposure to currency fluctuations.

• Potential for geopolitical risks in international markets.
• Dependence on the performance of foreign economies.
• No dividend yield may deter some investors.

What Are the Key Risks for WAISX?

Currency fluctuations could negatively impact returns.

• Geopolitical instability in certain regions could disrupt markets.
• Economic slowdown in developed international markets could reduce earnings.
• Competition from other international equity funds could limit AUM growth.

What Threats Does WAISX Face?

• Increased competition from other international equity funds.
• Economic slowdown in developed international markets.
• Changes in government regulations.
• Unexpected market volatility.

What Are WAISX's Competitive Advantages?

• Established track record in international equity investing.
• Experienced investment management team.
• Access to proprietary research and analysis.
• Strong relationships with brokers and other market participants.

What Does WAISX Do?

Wasatch International Select Investor (WAISX) is a mutual fund designed to provide investors with exposure to international equity markets. The fund's primary investment strategy involves allocating its assets to equity securities, typically common stock, of companies that are economically tied to foreign developed markets. These markets are defined as those countries included in the MSCI EAFE Index at the time of purchase, specifically excluding the United States. The fund's investment approach allows for investments across all market capitalizations, providing flexibility in identifying potentially undervalued or high-growth opportunities regardless of company size. WAISX has the latitude to invest a significant percentage of its assets in particular regions or markets, including Asia, Japan, Europe, and the United Kingdom. This regional focus enables the fund to capitalize on specific economic trends and growth prospects within these areas. The fund's investment decisions are guided by in-depth research and analysis, aiming to identify companies with strong fundamentals and sustainable competitive advantages. By focusing on developed international markets, WAISX seeks to offer diversification benefits to investors, reducing their reliance on domestic market performance. The fund's strategy is particularly appealing to investors looking to broaden their portfolio's geographic exposure and participate in the growth of international economies. The fund's management team actively monitors market conditions and adjusts the portfolio's composition to align with evolving investment opportunities and risk considerations.

What Products and Services Does WAISX Offer?

• Invests in equity securities of foreign companies.
• Focuses on companies tied economically to foreign developed markets.
• Excludes companies tied to the United States.
• Invests across all market capitalizations.
• May concentrate assets in specific regions like Asia, Japan, Europe, and the United Kingdom.
• Seeks to provide diversification benefits to investors.
• Actively manages the portfolio to identify undervalued or high-growth opportunities.

How Does WAISX Make Money?

• Generates revenue through management fees charged as a percentage of assets under management (AUM).
• Aims to grow AUM by attracting new investors and retaining existing clients.
• Seeks to outperform its benchmark index to attract and retain investors.
• Utilizes a team of investment professionals to research and select securities for the portfolio.

What Industry Does WAISX Operate In?

Wasatch International Select Investor operates within the broader asset management industry, specifically focusing on international equity funds. The market for international equity investments is driven by investors seeking diversification beyond their domestic markets. Trends include increasing interest in emerging markets and a growing emphasis on sustainable and responsible investing. The competitive landscape includes numerous other international equity funds, each with its own investment strategy and regional focus. WAISX differentiates itself through its focus on developed markets and its flexibility to invest across all market capitalizations.

Who Are WAISX's Key Customers?

• Individual investors seeking international equity exposure.
• Institutional investors looking for diversification benefits.
• Financial advisors seeking investment solutions for their clients.
• Retirement plans and endowments.

WAISX Financials

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Common Questions About WAISX

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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