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
Tadas Viskanta: Luck Plays a Big Role in Investing
Lynnette Khalfani-Cox: 'There's a Huge Wealth Gap in America'
Hal Hershfield: People Treat Their Future Self as if It’s Another Person
Laura Carstensen: 'I'm Suggesting We Change the Way We Work'
Meb Faber: 'To Be a Good Investor, You Have to Be a Good Loser'
Daniel Crosby: 'If You're Excited About It, It's Probably a Bad Idea'
Michael Falk: 'Retirement Planning Can Be Done More Simply'
Rick Bookstaber: Avoiding Complexity Is 'Risk 101'
Sarah Newcomb: 'I Love Rules of Thumb'
Martin Lau: Now Is a Better Time to Buy China
Carl Richards: It Should Be OK to Relax Out Loud
Manisha Thakor: Beware of 'Junk Personal Finance'
David Herro: 'We Are Not at All Afraid to Vary From an Index'
Leif Dahleen: Finding Financial Independence
Jason Zweig: Temperament Is Everything for Most Investors
Jack Brennan: Price Pressure in the Advice Business Is 'Inevitable'
Sonal Desai: Navigating Historically Low Yields and Stretched Valuations
Eduardo Repetto: ETFs Are Winning the Battle
Market X-Ray: Wheels Up on Travel Stocks
Alan Moore: What Millennial Investors Want
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