Wasatch Small Cap Value Fund’s Q1 2021 Investor Letter
Wasatch Global Investors, an investment management firm, published its “Wasatch Small Cap Value Fund” first quarter 2021 investor letter – a copy of which can be downloaded here. A return of 15.42% was recorded by the fund’s investor class for the Q1 of 2021, trailing the benchmark, Russell 2000® Value Index, that rose to 21.17% for the same period. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.
Published on May 11, 2021 at 11:50 am by Inan Dogan, PhD
Warren Buffett never mentions this but he is one of the first hedge fund managers who unlocked the secrets of successful stock market investing. He launched his hedge fund in 1956 with $105,100 in seed capital. Back then they weren’t called hedge funds, they were called “partnerships”. Warren Buffett took 25% of all returns in excess of 6 percent.
Wasatch Small Cap Value Fund s Q4 2020 Investor Letter
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Is Heico Corp (HEI) Stock a Buy For 2021?
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Monro Inc. (MNRO) Already Reached Rock Bottom, Future is Looking Bright
Wasatch Advisors, an employee-owned investment manager, published its ‘Wasatch Small Cap Value Fund’ third-quarter 2020 Investor Letter – a copy of which can be downloaded here. A return of 4.48% was recorded by the fund for the Q3 of 2020, above its Russel 2000 Value benchmark that returned 2.56%. You can view the fund’s top 10 holdings to have a peek at their top bets for 2021.
Wasatch Advisors, in their Q3 2020 Investor Letter said that they encountered a significant underperformance with Monro, Inc. (NASDAQ: MNRO), but accordingly, the lowest of low was already reached and now, there’s no other way but up that is why they maintained their position in the company. Monro, Inc. is an automotive repair and maintenance company that currently has a $2 billion market cap. For the past 3 months, Monro, Inc. delivered a 46.88% return and settled at $59.87 per share at the closing of January 15th.
Wasatch Advisors Trusts Innospec’s (IOSP) Capabilities, Believes Recovery is Coming
Wasatch Advisors, an employee-owned investment manager, published its ‘Wasatch Small Cap Value Fund’ third-quarter 2020 Investor Letter – a copy of which can be downloaded here. A return of 4.48% was recorded by the fund for the Q3 of 2020, above its Russel 2000 Value benchmark that returned 2.56%. You can view the fund’s top 10 holdings to have a peek at their top bets for 2021.
Wasatch Advisors, in their Q3 2020 Investor Letter said that they still believe in the abilities of Innospec Inc. (NASDAQ: IOSP) and that they maintained their position in the company even if it performed poorly. Innospec Inc. is a chemicals company that currently has a $2.4 billion market cap. For the past 3 months, Innospec Inc. delivered a 44.46% return and settled at $97.27 per share at the closing of January 15th.