Seven Canyons World Innovators Fund Investor Class
WAGTX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 1290 Broadway, Suite 1000 Denver CO United States of America 80203
- IPO Date
- Dec 19, 2000
- CIK
- 0001558107
- Similar Companies
- Business
- Seven Canyons World Innovators Fund Investor Class (WAGTX) is a mutual fund that seeks long-term capital appreciation by investing primarily in equity securities of companies worldwide that demonstrate innovative approaches to products, services, or business models. The fund offers shares in its Investor Class under the ticker WAGTX, with a focus on growth-oriented innovators across sectors such as technology, healthcare, consumer discretionary, and industrials; it employs a bottom-up fundamental analysis process emphasizing companies with sustainable competitive advantages, strong management teams, and potential for disruptive growth. The fund provides portfolio diversification through global exposure, including U.S., developed international, and emerging market equities, targeting institutional and retail investors seeking innovation-driven returns. Operated by Seven Canyons Advisors, LLC, the fund was launched in 2015 and is headquartered in Evanston, Wyoming. It distributes shares through broker-dealers, financial advisors, and retirement platforms, with assets under management emphasizing quality innovators rather than speculative high-flyers. Geographically, the portfolio spans North America, Europe, Asia-Pacific, and emerging markets, with no fixed allocation limits to maximize flexibility in capturing global innovation trends. In recent developments, the fund benefited from Seven Canyons Advisors' strategic affiliation with Wasatch Global Investors, enhancing research capabilities and distribution networks as of 2023; this relationship supports expanded access to proprietary innovation screening tools and analyst resources. The fund maintained its focus amid market volatility, with no major reorganizations or name changes reported in the last two years, while introducing refined ESG integration criteria in its investment process during 2024 to align with evolving investor preferences for responsible innovation.