Wasatch Micro Cap Value Fund Q1 2025 Commentary

2025-05-21 08:16:00 ET

Summary

• Wasatch Micro Cap Value Fund - Investor Class declined -10.05% during the first quarter of 2025 but held up better than the benchmark Russell Microcap® Index, which was down -14.39%.
• In terms of sectors, strong stock selection in financials and information technology were the strongest contributors to relative performance.
• We’ve adjusted our positioning at the margins in response to the changing macroeconomic and political backdrop.

OVERVIEW

U.S. equities lost ground as investors considered the economic impact of potential tariffs and government funding cuts. Softer economic data also weighed on stocks. In this environment, the shares of many companies showing any sign of weakness sold off sharply, while stocks in industries that were not in the direct line of fire for tariffs generally fared better....

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