Opinions expressed by Entrepreneur contributors are their own.
You've got to love the Wasatch familyof funds. This Utah-based fund family has a stellar record for fundmanagement, but today, only one of its funds remains open to newinvestors: the Wasatch Global Science & Technology Fund(WAGTX).
Ajay Krishnan manages this 3-year-old sector fund, and typicalof all funds within the family, uses a bottom-up approach toinvesting, is research driven, and is very price/earningssensitive. "Just in terms of our valuation discipline,"says Krishnan, "we're trying to capture growth, but wedon't think you have to take on undue P/E risk to getit."
That strategy has paid off. The fund was up 48 percent in 2003,and ranked No. 1 in overall performance over the past three yearsin Lipper's Science & Technology Category.
The rest of this article is locked.
Join Entrepreneur+ today for access.
Already have an account? Sign In