Wasatch Global Investors, an asset management firm, published its “Small Cap Growth Strategy” investor letter for Q4 2025. A copy of the letter can be found downloaded here. The Wasatch Small Cap Growth Strategy experienced a challenging fourth quarter as small-cap stocks lagged broader market indices, reflecting investor caution and a continued preference for larger,…
Wasatch Global Investors, an asset management company, published its Q3 2025 “Wasatch Micro-Cap Fund” investor letter. A copy of the letter can be downloaded here. Microcap stocks posted strong results in the quarter, due to investors’ continued risk appetite. The Investor Class fund returned 9.52% for the quarter, but lagged the 19.93% return of the…
Valued with a market capitalization of $11.7 billion, Franklin Resources, Inc. (BEN) is an asset management company based in San Mateo, California. It offers a wide range of investment solutions, including equities, fixed income, multi-asset and alternative strategies, to individual, institutional and sovereign clients in more than 150 countries. This asset management company has underperformed…
Conestoga Capital Advisors, an asset management firm, released its Q3 2025 investor letter. A copy of the letter can be downloaded here. Equity markets continued the momentum started in early April and reached new all-time highs in the third quarter. The Mid Cap Composite returned -3.2% net of fees in the third quarter, compared to…
Conestoga Capital Advisors, an asset management firm, released its Q3 2025 investor letter. A copy of the letter can be downloaded here. Equity markets continued the momentum started in early April and reached new all-time highs in the third quarter. The Conestoga Micro-Cap Composite returned 11.7% net of fees in the third quarter, compared to…
