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
Jody Jonsson: The Case for a Global Portfolio
Howard Gleckman: We Pretend This Isn’t a Problem
Best of The Long View: Investing
Best of the Long View 2023: Financial Planning and Retirement
Jonathan Clements: ‘Humility Is a Hallmark of People Who Are Financially Successful’
Tim Steffen: Smart Tax Moves for 2024 and Beyond
Ben Inker: What Looks Cheap and Dear in Today’s Market
Dan Haylett: Retirement Planning = Life Planning
Mike Moran: Taking the Temperature on Retirement Readiness
Tiffany Aliche: Helping People ‘Move Past the Shame’
John Rekenthaler and Amy Arnott: What’s a Safe Retirement Spending Rate Today?
Scott Burns: The Case for a Simple Retirement Plan
JL Collins: Spotlighting the Many Paths to Financial Independence
Nizar Tarhuni: The State of Private Markets and Venture Capital Investing
Jeffrey Kleintop: What to Make of ‘the Cardboard Box Recession’
Dr. Anita Mukherjee: Exploring the Link Between Wealth, Longevity, and Quality of Life
David Giroux: ‘I Want to Look Forward, Not Backward’
Michael Santoli: Decoding ‘an Indecisive Market’
Martin Lau: Revisiting the Case for Investing in Chinese Stocks
Kelli Hueler: Confronting ‘the Next Big Risk’ for Retirement
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