Wanger Advisors Trust
Overview
Wanger Advisors Trust is a U.S.-based mutual fund offering a range of investment products. The fund primarily invests in U.S. companies but may allocate up to 33% of its assets to foreign companies in developed and emerging markets. The fund's investment strategy emphasizes diversification across various sectors and stages, including growth, late stage, and pre-IPO investments, with a focus on both equity and fixed income assets. The fund's investment philosophy centers on long-term growth and value creation, aiming to provide investors with a balanced portfolio that captures opportunities across different market segments and geographies.
Investment Focus
- Accredited investors only
- Subject to fund's investment strategy and objectives
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Wanger Advisors Trust
What sectors does Wanger Advisors Trust invest in?
Wanger Advisors Trust invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Illinois, United States. Wanger Advisors Trust is listed as a mutual fund in the ConnectSafely investor database.
What stage does Wanger Advisors Trust invest at?
Wanger Advisors Trust backs companies at Growth, Late Stage and Pre-IPO, writing cheques of 1M - 50M.
Which regions does Wanger Advisors Trust invest in?
Wanger Advisors Trust invests across United States, United Kingdom, Canada, Japan, China and India.
What companies has Wanger Advisors Trust invested in?
Wanger Advisors Trust's portfolio includes Apple, Microsoft, Amazon, Facebook, Johnson & Johnson, ExxonMobil, Procter & Gamble and Visa.
Last updated · Source: ConnectSafely investor database
