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
Justin Fitzpatrick: 'Retirees Have a Superpower'
Tim Ranzetta: 'Financial Education Positively Impacts Almost All Financial Behaviors'
Ilyce Glink: The State of the U.S. Residential Real Estate Market
David Lau: Taking High Commissions Out of Annuities
Christine Benz, David Blanchett, and Karsten Jeske: The State of Retirement Income
Tom Idzorek: Exploring the Role of Human and Financial Capital in Retirement Planning
Cliff Asness: Value Stocks Still Look Like a Bargain
Eric Balchunas: Assessing Jack Bogle's Monumental Legacy
Ric Edelman: On Crypto, Retirement Planning, the Advice Business, and More
Brian Feroldi: Why Does the Stock Market Go Up?
Jim Grant: 'Rising Interest Rates Are the Kryptonite of Financial Assets'
William Reichenstein: Avoiding Tax Headaches in Retirement
Mary Childs: The Rise and Fall of the Bond King
Nick Maggiulli: 'The Biggest Lie in Personal Finance'
JL Collins: The Case for Simplicity
Dan Otter and Scott Dauenhauer: Why Retirement Savings Options for Educators Are So Bad
Eric Schoenstein: The Case for Quality Stocks
Terry Odean: Who's on the Other Side of the Trade?
Andrew Miller: ‘No Index Is Truly Passive’
Clark Howard: Financial Well-Being Starts With Being a Smart Consumer
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