Wasatch Global Value Fund Q4 2025 Performance Review

Wasatch Global Investors69 FollowersFollow5ShareSavePlay(6min)CommentsSummaryProduction volumes for Samsung's foundry business have been boosted by demand for HBM chips.Johnson & Johnson announced plans to spin its orthopedics business (joint replacements, surgical tools, etc.) out of its med tech division in order to focus more tightly on higher-growth areas such as oncology.While VICI's most recent earnings results were modestly positive, a meaningful softening in casino revenues weighed on the stock in the quarter.While Alibaba has seen accelerating growth in its Cloud Intelligence business, this elevated investment has weighed on earnings and margins. tadamichi/iStock via Getty Images The following segment was excerpted from the Wasatch Global Value Fund Q4 2025 Commentary. Significant contributors to the Fund's performance included Samsung Electronics Co. Ltd. (SSNLF), a leading provider of both the DRAM ("dynamic random-access memory") andThis article was written byWasatch Global Investors69 FollowersFollowWasatch Global Investors is a 100% employee-owned investment manager founded in 1975 and headquartered in Salt Lake City, Utah. Named after the nearby Wasatch Mountain Range, the firm brings unparalleled experience to U.S. and international micro-, small- and mid-cap investing with a culture that emphasizes collaboration, excellence and intellectual curiosity.

Wasatch Global Investors is registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940.