Wasatch Emerging Markets Select Fd Inv Cl
WAESX
NASDAQ20.23
USD
+0.01
- -
CIK
0000806633
ISIN
US9367937516
CUSIP
936793751
Return %
Stock
S&P500
1Y
12.64
19.01
3Y
30.18
65.48
5Y
-2.87
72.20
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Salt Lake City, UT 84111 Salt Lake City UT United States of America 84111
- IPO Date
- Dec 13, 2012
- CIK
- 0000806633
- Website
- wasatchglobal.com
- Similar Companies
- Business
- Wasatch Emerging Markets Select Fund Investor Class (WAESX) is an open-end mutual fund that seeks long-term growth of capital by investing primarily in equity securities of companies tied economically to emerging market countries, with at least 80% of assets allocated to such holdings under normal market conditions. The fund employs a bottom-up, fundamental investment process to identify high-quality growth companies across all market capitalizations, with a focus on mid-cap firms and a concentrated portfolio of approximately 30-50 positions; key sectors include technology, consumer cyclical, financial services, industrials, and healthcare, while top holdings as of recent data feature MercadoLibre Inc., Bajaj Finance Ltd., Divi's Laboratories Ltd., Sea Ltd., and Aspeed Technology Inc., representing about 32% of the portfolio. It offers daily pricing in USD, a net expense ratio of 1.37%, a maximum redemption fee of 2.00%, and minimum initial investment of $2,000 for investor class shares, with assets under management for the share class at approximately $48.72 million and total fund assets at $354.61 million. The fund, domiciled in the United States and available for sale primarily to U.S. investors, was launched on December 13, 2012, and is managed by Wasatch Global Investors, a 100% employee-owned investment manager founded in 1975 and headquartered at 505 Wakara Way in Salt Lake City, Utah. Wasatch Global Investors oversees a range of U.S. and international equity strategies emphasizing micro-, small-, and mid-cap growth, with total firm assets under management reaching $26.7 billion as of August 31, 2025. Geographic exposure in WAESX centers on emerging Asia (44.51%), developed Asia (26.38%), Latin America (24.24%), and minimal U.S. allocations (3.78%), targeting opportunities from rising consumer demand in emerging markets. Recent portfolio management changes for WAESX, effective January 31, 2025, added Stuart Rigby and Anh Hoang as co-portfolio managers alongside lead manager Ajay Krishnan (since inception) and Scott Thomas (since 2016), reflecting Wasatch's ongoing succession planning and collaborative team approach. At the firm level, Wasatch hired Mark Madsen and Karson Schrader from Grandeur Peak Global Advisors in early 2025 to lead new global and international small-cap value fund launches in October 2025 (WACVX/WGCVX and WASVX/WGSVX), expanding its small-cap value lineup and drawing on its quality-value investment philosophy. These developments align with broader firm transitions, including updated roles for veteran managers JB Taylor and Jim Larkins effective January 31, 2025, to support long-term leadership continuity amid $74 billion in total strategy assets.