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
Jill Schlesinger: ‘The Great Money Reset’
Micah Hauptman: Advocating for Investors’ Best Interests
James Choi: How to Improve the Way We Present and Make Investment Choices
Mark Berg: Hourly Financial Planning Is 'A Vast Blue Ocean'
Brad Barrett: ‘Start With a Small Win’
Robert Powell: ‘How Do I Generate the Income?’
Lubos Pastor: ‘Judging Fund Managers by the Company They Keep’
Stacy Francis: On a Mission to Help Women Thrive
Derek Tharp: An Alternative Approach to Calculating In-Retirement Withdrawals
Cody Garrett: ‘Give Every Dollar a Job and a Use-By Date’
Kathy Jones on Inflation: ‘The Worst Is Behind Us’
Katie Gatti Tassin: ‘Openness Has Been a Bit of a Secret Sauce’
Ann Garcia: How to Pay for College
Jeff Levine: Smart Tax Moves for 2023 and Beyond
Mark Miller: Rebooting Retirement
Best of The Long View: Investing
Best of The Long View: Financial Planning and Retirement
Christine Benz and John Rekenthaler: Revisiting What Is a Safe Retirement Spending Rate After a Tough Year
Joe Wiggins: Applying Behavioral Science to Make Better Investment Decisions
Jamie Hopkins: A Framework for Financial Freedom
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