Wasatch Bolsters Small Cap Value Lineup with New Fund Launches

SALT LAKE CITY--(BUSINESS WIRE)--Wasatch Global Investors has announced the launch of the Wasatch Global Small Cap Value Fund (WACVX/WGCVX) and the Wasatch International Small Cap Value Fund (WASVX/WGSVX). The Funds’ launch follows the hiring of Mark Madsen and Karson Schrader from Grandeur Peak Global Advisors early in 2025.

The new Funds add to Wasatch’s small-cap value franchise, which already includes a U.S. small-cap value fund with a 28-year history. The Funds will closely align with the time-tested investment process of the Wasatch Small Cap Value Fund (WMCVX/WICVX), which typically seeks companies that the investment team classifies into three categories at the time of purchase:

• Undiscovered Gems — companies with good growth potential that have yet to be broadly discovered by Wall Street analysts and are thus actively undervalued relative to their expected growth rate
• Fallen Angels — high-quality growth companies that have experienced a temporary setback and therefore have appealing valuations relative to their long-term growth potential
• Quality Value — quality companies with earnings potential that is not fully reflected in their stock prices

Mark Madsen, the Funds’ lead portfolio manager, commented, “The new international and global small cap value Funds provide a unique offering that has both growth and value characteristics and draws upon Wasatch’s 50-year legacy of identifying high-quality small-cap growth companies. We believe it offers what many investors want: a price-sensitive portfolio of high-quality, dynamic companies with attractive growth rates.”

Wasatch expects the Funds to become available on intermediary platforms in the coming weeks, and clients interested in investing directly with Wasatch can do so immediately.

Fund Inception Date: October 1, 2025
Fund Name	Share Classes	Portfolio Management
Wasatch Global Small Cap Value Fund	Investor – WACVX Institutional – WGCVX	Mark Madsen, CFA, Lead Portfolio Manager Karson Schrader, Associate Portfolio Manager
Wasatch International Small Cap Value Fund	Investor – WASVX Institutional – WGSVX	Mark Madsen, CFA, Lead Portfolio Manager Karson Schrader, Associate Portfolio Manager

About Wasatch Global Investors
Wasatch Global Investors is a 100% employee-owned investment manager founded in 1975 and headquartered in Salt Lake City, Utah. Named after the nearby Wasatch Mountain Range, the firm is known for its collaborative culture, commitment to excellence and intellectual curiosity. With decades of experience managing investments across U.S. and international markets, Wasatch had $26.7 billion in assets under management as of August 31, 2025. The firm is registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940.

Risks
All investments are subject to market risk, including the possible loss of principal. Investments in value stocks can perform differently from the market as a whole and other types of stocks and can continue to be undervalued by the market for long periods of time. Investing in foreign securities, especially in emerging and frontier markets, entails special risks, such as currency fluctuations, lower liquidity, and economic and political uncertainties. These and other risks are described in more detail in the prospectus. Current and future portfolio holdings are subject to risk. The investment objective of the Wasatch International Value Fund is long-term growth of capital. The Fund is new and has a limited operating history.

An investor should consider investment objectives, risks, charges and expenses carefully before investing. To obtain a prospectus containing this and other information, visit wasatchglobal.com or call [phone]. Please read it carefully before investing.

Wasatch Funds are distributed by ALPS Distributors, Inc. (ADI). ADI is not affiliated with Wasatch Global Investors.

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©2025 Wasatch Global Investors. All Rights Reserved. WAS006386
Exp: 1/30/2026