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Wasatch International Small Cap Value & Wasatch Global Small Cap Value funds in registration

Comments

  • rmt
    edited May 29
    Thanks Shadow!
    Portfolio Managers for the 2 new funds are ex-Grandeur Peak.
    https://wasatchglobal.com/wasatch-global-investors-welcomes-mark-madsen-and-karson-schrader/
  • In my opinion, Wasatch has WAY too many mutual funds and the expense ratios are over the moon- me?? I stay away, so many lag their indexes
  • Updated SEC filing extending effective date to September 10, 2025.

    https://www.sec.gov/Archives/edgar/data/806633/000119312525177837/d85664d485bxt.htm

    @TheShadow - should this be interpreted as Wasatch having trouble raising enough money to launch the funds?
  • edited August 13
    Thanks for posting the link!

    I don't interpret it as having trouble, but the funds are in "quiet period" with SEC so they are getting everything in order before the funds start to being offered. It appears the opening date has been moved from August 11 to September 10. Look at how long the T Rowe Price Capital Appreciation and Income Fund was announced back in 2017/2018 only to open a year or two ago.
  • TheShadow said:


    I don't interpret it as having trouble, but the funds are in "quiet period" with SEC so they are getting everything in order before the funds start to being offered. It appears the opening date has been moved from August 11 to September 10. Look at how long the T Rowe Price Capital Appreciation and Income Fund was announced back in 2017/2018 only to open a year or two ago.

    They are delaying till October 1st now.

    https://www.sec.gov/Archives/edgar/data/806633/000119312525197907/d50711d485bxt.htm

    If they are not having problems raising the money, any insights into what "getting everything in order" might involve that would require extra ~ 2 months? I certainly would not want this to drag out as long as the ~ 5 years it apparently took PRCFX...
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