Our guest this week is JB Taylor. JB is CEO of Wasatch Global Investors based in Salt Lake City, Utah, specializing in small-cap stocks. JB is also a portfolio manager on the Wasatch Core Growth Fund, which receives a Morningstar Medalist Rating of Gold. He is a member of the firm’s global research team, and he serves on the firm’s board of directors. JB joined Wasatch as an analyst in 1996 after graduating from Stanford.

Background

Bio

Wasatch Core Growth Fund

Small-Cap Funds

“A New Era for Small-Caps?” Wasatchglobal.com, Nov. 28, 2023.

“After a Rough Year, Do Small-Caps Deserve a Closer Look?” Wasatchglobal.com, Jan. 13, 2023.

“Market Scout—'Value’ Funds in a Growth Shop,” Wasatchglobal.com, Oct. 6, 2023.

Investing Globally

“Market Scout—On-the-Ground Research in India and China,” Wasatchglobal.com, July 7, 2023.

“India: A View From the Ground,” Wasatchglobal.com, July 6, 2023.

“China: A View From the Ground,” Wasatchglobal.com, June 27, 2023.

Other

The Ensign Group

O’Reilly Auto Parts

Copart