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
Wesley Gray: Perspectives on Market Efficiency, Investor Behavior, and ETFs
Dr. Preston Cherry: ‘Money and Life Intertwined’
Feraud Calixte: ‘Your Self-Worth Is Not Your Net Worth’
Roger Whitney: ‘Retirement Planning Is Not Financial Planning’
Morgan Housel: ‘Little Rules About Big Things’
Julien and Kiersten Saunders: ‘How Much Is Enough?’
Dana Anspach: How to Build an All-Weather Retirement Plan
Bob Pisani: Everyone Talks Their Book on Wall Street
Dave Nadig: Peering Into the Future of Indexing, Governance, and Financial Technology
David John: Improving the Retirement System
Tim Steffen: Tax-Saving Strategies for a Falling Market
Farnoosh Torabi: 'Money Is Meaningless Without Goals'
Sarah Ketterer: 'Forget Value, Think Valuation'
Cameron Huddleston: Talk to Your Parents About Their Finances
Michael Kitces: Does Portfolio Customization Pay Off?
Joe Saul-Sehy: What Is Your Growing Season?
Michael Santoli: Navigating Through a Foggy Market Outlook
Wade Pfau: The Risks of Retirement Today
Jordan Grumet: A Hospice Doctor Shares Lessons About Work, Money, and Life
Larry Siegel: ‘The Humblest Thing an Investor Can Do Is Buy Index Funds’
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