March 18, 2013

Cover Story

CEO of the Year

Utah’s business landscape is rich with professionals who have le...Read More

Featured Articles

Did you go Skiing this winter?

Around Utah

Sections

Spotlight
Martin Plaehn

Spotlight
Karen Sendelback

Legal Briefs
Social Media and Employers: Friends or Enemies?

Money Talk
The Case for HSAs

Economic Insight
Time to Show Up

Lessons Learned
Make a Move

TechKnowledge
In the Lab

EntrepreneurEdge
Rent to Own

Business Trends
Back from the Dead

Executive Living
Artful Inspiration

Features
A Breath of Fresh Air

Features
Worst-Case Scenario

Regional Report
Northern Utah

Focus
Measure Up

Industry Outlook
Travel & Tourism

Players
Players

Article

Wasatch Funds Honored with Lipper Awards

Press Release

March 18, 2013

Wasatch Funds has announced that four of its funds received a total of six 2013 Lipper Awards, which recognize mutual funds that deliver consistently strong risk-adjusted performance relative to peers.

“These awards highlight the strength of our in-depth research to find what we believe to be the best growth companies anywhere in the world,” said Gene Podsiadlo, director of mutual funds. “We started our expansion beyond U.S. stock funds in 2000. So it’s gratifying to see that of our four award-winning funds, three were in international or global categories.”

The four Wasatch Funds that received recognition were:

  • Wasatch Emerging Markets Small Cap Fund was honored as number one over both three years and five years ending December 31, 2012 among 308 and 219 emerging markets funds, respectively. Portfolio Managers Roger Edgley and Laura Geritz invest in small companies, many of which are meeting home-country consumer needs in emerging markets.
  • Wasatch World Innovators Fund was also recognized as number one over both three years and five years ending December 31, 2012 among 144 and 72 global multi-cap growth funds, respectively. The fund seeks to find the most innovative growth companies worldwide, and is managed by Sam Stewart and Josh Stewart.
  • Wasatch International Growth Fund received the Lipper Award for number one performance over three years ending December 31, 2012 among 111 international small/mid-cap growth funds. The fund invests in small-cap growth companies in developed and emerging markets outside of the U.S. The Fund is managed by Roger Edgley, who also received the Lipper Awards for the Wasatch Emerging Markets Small Cap Fund.
  • Wasatch-Hoisington U.S. Treasury Fund earned the Lipper Award for the number one ranking over five years ending December 31, 2012 among 20 general U.S. Treasury funds. The Wasatch-Hoisington U.S. Treasury Fund seeks to provide a rate of return that exceeds the rate of inflation over a business cycle. The fund is managed by Van R. Hoisington.

 

Utah Business Social
UB Events View All
2014 Fast 50 EventUtah Business Event
Aug 28, 2014
Utah Business magazine along with presenting sponsors Kirton McConkie, CBIZ, MHM, LLC and Newmark...
Community Events View All
The 3 Percent Road Show
Jul 31, 2014
The Mad Men era may be decades behind us, but not much has changed in the advertising industry as...
Day of Hope Car Show
Aug 2, 2014
3rd Annual fundraiser to benefit 1,600 child victims of crime helped by the award winning Childre...

info@utahbusiness.com  |  90 South 400 West, Ste 650 Salt Lake City, Utah 84101   |  (801) 568-0114

Advertise with Utah Business

Submit an Event

* indicates required information
* Event Name:
Price (general):
Website (if applicable):
Coordinator's Name:
Coordinator's Email:
Coordinator's Phone:
Venue Name:
Venue Address:
Venue City:
Venue Zip:
Event Capacity:
Date(s):
to
* Event Description:
  Cancel