Wasatch International Opportunities Fund (WIIOX) Fund Overview

Wasatch International Opportunities Fund (WIIOX) Financial Services Profile

Wasatch International Opportunities Fund (WIIOX) is a financial services firm specializing in investments in foreign micro-capitalization companies, with a focus on emerging and frontier markets. The fund strategically allocates assets across sectors such as healthcare, communication services, financials, information technology, and industrials, aiming to capitalize on international growth opportunities.

What Is the Investment Thesis for WIIOX?

Wasatch International Opportunities Fund (WIIOX) presents a focused investment strategy targeting foreign micro-capitalization companies, particularly in emerging and frontier markets. This approach offers exposure to high-growth potential, albeit with inherent risks associated with market volatility and regulatory complexities. The fund's concentration in sectors like healthcare, communication services, financials, IT, and industrials allows for specialized expertise and potentially higher returns. Key to the fund's success is its ability to navigate the complexities of international markets and identify undervalued opportunities within the micro-cap space. The fund's beta of 0.97 indicates a market correlation, suggesting a moderate level of systematic risk.

Based on FMP financials and quantitative analysis

WIIOX Key Highlights

Market capitalization of $0.26 billion, indicating its position as a micro-cap fund.

• Beta of 0.97, suggesting a market correlation slightly below the overall market volatility.
• Focus on foreign micro-capitalization companies, providing exposure to potentially high-growth international markets.
• Significant investment in emerging and frontier markets, offering diversification and growth opportunities.
• Strategic allocation across sectors like healthcare, communication services, financials, information technology, and industrials.

Who Are WIIOX's Competitors?

WIIOX 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 WIIOX's Key Strengths?

Specialized focus on foreign micro-capitalization companies.

• Access to emerging and frontier markets.
• Experienced investment team.
• Disciplined investment process.

What Are WIIOX's Weaknesses?

High concentration risk in specific sectors.

• Exposure to volatile emerging and frontier markets.
• Limited brand recognition compared to larger asset managers.
• Small market capitalization may limit liquidity.

What Are the Key Risks for WIIOX?

Economic and political instability in emerging markets.

• Fluctuations in currency exchange rates.
• Increased competition from other asset managers.
• Regulatory changes affecting international investments.
• Market volatility and liquidity risks associated with micro-cap companies.

What Are WIIOX's Competitive Advantages?

• Specialized expertise in foreign micro-capitalization companies.
• Established network of contacts and relationships in emerging and frontier markets.
• Disciplined investment process and risk management framework.
• Long-term track record of generating competitive returns.

What Does WIIOX Do?

Wasatch International Opportunities Fund (WIIOX) is an asset management firm that focuses on investing in foreign micro-capitalization companies. The fund directs its investments primarily towards the equity securities of these companies, with a significant emphasis on those domiciled in emerging and frontier markets. This strategy allows the fund to tap into potentially high-growth areas that may be overlooked by larger investment firms. The fund's investment approach involves allocating a substantial portion of its assets into a focused selection of sectors. These include healthcare, communication services, financials, information technology, and industrials. By concentrating its investments in these areas, WIIOX aims to leverage its expertise and gain a competitive edge. The fund's investment decisions are driven by in-depth research and analysis of the companies and markets in which it invests. WIIOX's strategy of investing in micro-cap companies in emerging and frontier markets carries both opportunities and risks. While these markets can offer higher growth potential, they also come with increased volatility and regulatory complexities. The fund's ability to navigate these challenges is crucial to its long-term success. The fund is based in Salt Lake City, Utah.

What Products and Services Does WIIOX Offer?

• Invests in equity securities of foreign micro-capitalization companies.
• Focuses on companies domiciled in emerging and frontier markets.
• Allocates assets across sectors like healthcare, communication services, financials, information technology, and industrials.
• Conducts in-depth research and analysis of companies and markets.
• Manages investment portfolios to generate returns for investors.
• Monitors and manages risks associated with international investments.

How Does WIIOX Make Money?

• Generates revenue through management fees charged on assets under management.
• May earn performance-based fees based on the fund's investment returns.
• Invests in foreign micro-capitalization companies to generate capital appreciation.
• Allocates assets across various sectors to diversify risk and enhance returns.

What Industry Does WIIOX Operate In?

Wasatch International Opportunities Fund operates within the asset management industry, specifically focusing on foreign micro-capitalization companies. The asset management industry is characterized by intense competition, with firms vying for assets under management. Trends include the increasing popularity of passive investing, the rise of fintech, and the growing demand for sustainable and responsible investment options. WIIOX differentiates itself by targeting a niche market of micro-cap companies in emerging and frontier markets, which can offer higher growth potential but also comes with increased risk.

Who Are WIIOX's Key Customers?

• Institutional investors seeking exposure to foreign micro-capitalization companies.
• Individual investors looking for diversification and growth opportunities.
• Pension funds and endowments seeking long-term investment returns.
• Wealth management firms allocating assets on behalf of their clients.

WIIOX 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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