Growth with Guardrails: Targeting Stock-Specific Alpha While Reducing Market Risk – Wasatch Global Investors – 11.14.24

Growth with Guardrails: Targeting Stock-Specific Alpha While Reducing Market Risk - Wasatch Global Investors - On Demand CE

Overview:
Title: Growth with Guardrails: Targeting Stock-Specific Alpha While Reducing Market Risk
Date: Thursday, November 14, 2024
Time: 2:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

Now On Demand

With markets at or near all-time highs, achieving growth while managing risk is crucial. Join us for an insightful webcast on the advantages of a directional long/short strategy that aims for high risk-adjusted returns by capturing stock-specific alpha and managing other portfolio risks.

Join Wasatch as they discuss the Wasatch Long/Short Alpha Fund (WALSX/WGLSX)

In this webcast, we’ll cover:

  • Opportunities in Small-Cap Equities
    Explore why today’s market dynamics present compelling opportunities within small-cap equities, potentially uncovering undervalued companies poised for sustainable growth.
  • Understanding Long-Only, Market-Neutral, and Long/Short Investment Strategies
    We’ll explore the core differences between these approaches, highlighting how each strategy aligns with varying market conditions and investor goals.
  • Our Unique Approach to Optimizing Risk and Return
    We aim to achieve an optimal level of risk management that supports our active approach, focusing on resilience over pure risk minimization to create long-term value.
  • Integrating High-Conviction Long Investments with a Quantitative Short Portfolio
    Discover our distinctive strategy of combining a carefully selected long portfolio with a rigorously constructed quantitative short portfolio to enhance performance.

Accepted for 1 CFP® / IWI / CFA CE Credit

Speaker:
Mick Rasmussen, CFA Mick Rasmussen, CFA Lead Portfolio Manager Wasatch Global Investors

Mr. Rasmussen is the Portfolio Manager of the Wasatch Long/Short Alpha Fund. He joined Wasatch Global Investors in 2014 as a Quantitative Analyst, and he continues to work on the U.S. small cap and global research teams.

Prior to joining Wasatch, Mr. Rasmussen studied at the University of Southern California, earning a Bachelor of Science in Finance and a degree in Music Production. He is also a CFA charterholder.

Mick is a Utah native who enjoys golf, skiing and traveling with his family.
DISCLOSURE

Equity investing involves risks, including potential loss of the principal amount invested. Short selling incurs significant unique risks, including potentially unlimited downside risk, high short-sale related expenses, and unavailability of securities to sell short, among others, all of which could negatively impact the performance of the Fund. Additionally, the Fund may not be able to borrow the securities it intends to sell short. Because the Fund invests in both long and short equity positions, the Fund has overall exposure to changes in the value of securities, which far exceeds the value of the Fund’s assets. This may magnify gains and losses and increase the volatility of the Fund’s returns. Investment in the Fund will involve market risks associated with different types of investment decisions than those made for a typical “long only” fund. There is no guarantee that the use of long and short positions will succeed in limiting the Fund’s exposure to market movements, sector-swings or other risk factors. Securities in the Fund are generally added to the portfolio as long or short positions based upon security rankings provided by multi-factor quantitative models and on fundamental analysis of securities. The reliance on quantitative models entails unique risks, including the risk that a model may be limited or incorrect, that the data on which a model relies may be incorrect or incomplete and the risk that the Advisor may not be successful in selecting companies for investment or determining the weighting of particular stocks in the Fund’s portfolio. The Advisor will generally sell a security if, among other things, the rankings provided by the quantitative models decline and/or research analysis reveals a deterioration of the company fundamentals.

The Wasatch Long/Short Alpha Fund’s primary investment objective is long-term growth of capital.

An investor should consider investment objectives, risks, charges and expenses carefully before investing. To obtain a prospectus, containing this and other information, visit wasatchglobal.com or call 800.551.1700. Please read the prospectus carefully before investing.

Wasatch Funds are distributed by ALPS Distributors, Inc. (ADI). ADI is not affiliated with Wasatch Global Investors.

For investment professional use only. Not for public distribution.