Should You Include Limbach Holdings (LMB) in Your Portfolio?

Wasatch Global Investors, an asset management company, released its “Wasatch Micro-Cap Value Strategy” second-quarter 2024 investor letter. A copy of the same can be downloaded here. During the second quarter, the strategy fell but significantly outperformed the benchmark Russell Microcap Index which declined -5.27%. The firm did not observe any major changes in its long-term investment position during the quarter. However, it acknowledges that the majority of equities fell as investors’...