
Wasatch Global Value Fund Q4 2025 Performance Review
Production 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.


















