Repligen Corporation (RGEN) Benefits From Biotech Momentum and Strong Earnings

Wasatch Global Investors, an asset management company, released its “Small Cap Growth Strategy” Q3 2026 investor letter. The letter can be downloaded here. The Wasatch Small Cap Growth strategy declined in Q3 2026 but outperformed the Russell 2000 Growth Index, which fell 9.39%. Strong company fundamentals and limited exposure to speculative AI-related stocks supported performance, while Paymentus, Repligen, and Global-e were top contributors. AI infrastructure holdings and Dutch Bros...