Wasatch Small Cap Value Fund Q4 2025 Commentary

Wasatch Global Investors65 FollowersFollow5ShareSavePlay(7min)CommentsSummaryDespite the positive showing for the broader asset class, the Wasatch Small Cap Value Fund—Investor Class (WMCVX) declined -3.88% and underperformed the benchmark, which gained 3.26%.Weakness among holdings in the consumer-discretionary sector weighed on Fund performance in the fourth quarter.On the positive side, the double-digit return of our group of stocks in the information-technology sector partially offset underperformance in other sectors. laddawan punna/iStock via Getty Images Overview Small cap value stocks delivered a solid gain in the fourth quarter and finished the year with a double-digit total return. Investors appeared encouraged by falling interest rates and an improving economic outlook forThis article was written byWasatch Global Investors65 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.