Wasatch Emerging Markets Select Fund (WAESX) focuses on investing in small- and mid-cap companies across emerging markets, primarily in Asia and Latin America. Its competitive position is strengthened by a rigorous research process and a long-term investment horizon, targeting firms with strong growth potential and sustainable business models.
WAESX generates revenue primarily through management fees based on AUM, which is influenced by market performance and investor inflows. The fund's focus on small- and mid-cap stocks provides a competitive advantage by tapping into high-growth potential companies often overlooked by larger funds.
Changes in AUM driven by market performance and investor sentiment
Performance of emerging market equities, particularly in Asia and Latin America
Regulatory changes impacting investment flows into emerging markets
Macroeconomic indicators affecting emerging market growth
Regulatory changes in emerging markets that could restrict foreign investment
Geopolitical risks affecting market stability in key regions
Increased competition from other asset managers targeting emerging markets
Market volatility that could deter investors from allocating to emerging markets
Liquidity risk associated with sudden market downturns impacting AUM
Potential for increased operational costs if AUM declines significantly
high - emerging market performance is closely tied to global economic growth and consumer spending patterns.
Rising interest rates can lead to reduced investment in emerging markets as capital flows shift to safer assets, negatively impacting AUM and performance.
minimal - the fund is not heavily reliant on credit markets for its operations.
growth - investors seeking exposure to high-growth potential in emerging markets.
high - emerging markets are typically more volatile, reflecting higher risk and potential return.