4.5 • 775 Ratings
🗓️ 5 March 2024
⏱️ 53 minutes
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0:00.0 | At Jackson, we've created a digital retirement planning experience with you and mine. |
0:05.5 | Visit jackson.com to explore our easy-to-understand resources and user-friendly tools |
0:10.1 | that are designed to enable financial professionals and clients to plan a path to financial freedom. |
0:15.5 | Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan, |
0:20.5 | and Jackson National Life Insurance Company of New York, purchase New York. |
0:26.6 | Please stay tuned for important disclosure information at the conclusion of this episode. |
0:33.2 | Hi, and welcome to The Longview. I'm Dan Lefkowitz, strategist for Morningstar Indexes. |
0:38.2 | And I'm Christine Ben's director of personal finance and retirement planning for Morningstar. |
0:42.6 | Our guest this week is J.B. Taylor. J.B. is CEO of Wasatch Global Investors based in Salt Lake City, |
0:48.8 | Utah, and specializing in small cap stocks. J.B. is also a portfolio manager on the Wasatch |
0:54.1 | Core Growth Fund, which receives |
0:55.7 | a Morningstar medalist rating of gold. He's a member of the firm's global research team, and he |
1:00.4 | serves on the firm's board of directors. J.B. joined Wasatch as an analyst in 1996 after graduating from |
1:06.1 | Stanford. J.B., thanks so much for joining us in the Longview. My pleasure to be here. |
1:11.3 | Well, let's start by talking about small caps as an asset class. |
1:14.7 | You've been in a small cap investor for a long time now, and Wasatch has really made small cap investing its specialty since its founding. |
1:21.9 | So maybe you can talk about why you find the asset class so rich with opportunity. |
1:27.1 | Sure. The reason we love small caps is not just |
1:30.5 | their size just because they're small. We love small caps because there are literally |
1:34.3 | thousands of companies in the small cap universe to pick and choose from as we're trying to |
1:39.5 | assemble a portfolio of what we think are the very best growth companies going forward. And it really |
1:45.0 | stems back to our founding. Our founder, Sam Stewart, founded the company back in 1975 here at the |
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