Core Insights - Wasatch Global Investors reported a challenging Q4 2025 for its Small Cap Growth Strategy, with small-cap equities underperforming broader market indices due to investor caution and preference for larger stocks [1] - The Russell 2000® Growth Index gained 1.22% in Q4 2025, while the Wasatch strategy finished in negative territory, driven by stock-specific factors rather than macroeconomic stress [1] - The Russell 2000 Growth Index advanced 13.01% for the entire 2025 calendar year, contrasting with the strategy's loss, indicating earnings volatility and valuation compression despite improving fundamentals [1] Company Focus: RBC Bearings Incorporated - RBC Bearings Incorporated (NYSE:RBC) is highlighted as a key holding, specializing in precision bearings and components for aerospace, defense, and industrial applications, emphasizing mission-critical performance [2][3] - The stock of RBC Bearings experienced a one-month return of 11.80%, with a trading range of $297.28 to $563.51 over the past 52 weeks, closing at approximately $550.40 on February 13, 2026, and a market capitalization of about $17.565 billion [2] - The management of RBC Bearings is noted for high-level execution and successful integration of acquired companies, with expectations for steady growth in 2026 [3]