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
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Michael Mauboussin: Finding Easy Games
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Best of The Long View: Investing
Best of the Long View: Financial Planning and Retirement
Christine Benz and John Rekenthaler: How Much Can You Safely Spend in Retirement?
Bill Bengen: Revisiting Safe Withdrawal Rates
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Ramit Sethi: How Can Couples Make Peace Over Money?
Phil Huber: Finding an Edge in Alternative Investments
Robin Wigglesworth: The Rise of Index Investing and the 'Renegades' Who Ushered It In
Charles Rotblut: 'It's the Dot-Com Bubble All Over Again'
Bob Seawright: 'There Is No Such Thing as a Passive Investor'
Fritz Gilbert: Early Retirement Made Simple
Zachary Karabell: Brown Brothers Harriman Is the Story of American Capitalism
Dhananjay Phadnis: 'ESG Investing Is Still at a Very Early Stage in Asia'
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