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We Are

100% Employee
Owned

Independent

We are 100% employee-owned and committed to staying that way. Off the beaten path and far from Wall Street, we’ve been known for decades for our original thinking. Independence is the vital center of the meritocracy we’ve built to nurture excellence, collaboration, innovation and intellectual curiosity.

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90 Employees

Committed to Our Clients

Success at Wasatch isn’t measured by assets under management, but by our ability to serve our clients’ needs and deliver excess returns. In everything we do, we put our clients’ interests first. We have repeatedly demonstrated that commitment through our willingness to close successful investment strategies and thereby protect current clients.

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33 Research
Professionals

Disciplined Investors

We are 100% focused on active investment management. For more than four decades, we have applied our bottom-up investment approach to finding high-quality growth companies. Our collaborative process focuses on capturing earnings growth in high-quality businesses—and, in turn, generating strong risk-adjusted returns.

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47 years of
unparalleled
experience

Small-Cap Specialists

We are a comprehensive small-cap equity manager with deep experience across the landscape. We offer unparalleled coverage of the global small-cap universe. Our investment process requires that we roll up our sleeves, conducting intensive research to build a detailed understanding of companies and their prospects.

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INDEPENDENTCOMMITTEDDISCIPLINEDSPECIALISTS
MissionStrategies

Our Mission

Wasatch Global Investors is a comprehensive small-cap equity manager singularly focused on delivering superior risk-adjusted returns for our clients. In everything we do, we seek to achieve excellence through intellectual curiosity and collaboration.

Our Strategies

Our roots are in small-cap investing, but our process has proven successful in identifying quality businesses of all sizes. We organically develop investment strategies that seek to capture earnings growth in high-quality businesses around the world. Today, we have 18 strategies that span market caps and geographies.

News & Insights

THE “OLD INDIA” MEETS THE “NEW INDIA” In India, the Hindi term “jugaad” is used to describe an improvised fix,…

For those of you not familiar with video games, NBA 2K is one of the most popular sports titles on…

Click here to register and view the replay. Participants: JB Taylor, CEO, Portfolio Manager Brian Bythrow, CFA, Portfolio Manager Eric…

Click here to register and view the replay. Participants: Ajay Krishnan, CFA, Portfolio Manager Ken Applegate, CFA, CMT, Portfolio Manager…

Wasatch Global Investors announced today that it has received four 2022 Refinitiv Lipper Fund Awards. The Refinitiv Lipper Fund Awards,…

In the time since Russia directly attacked Ukraine on February 24, the war has escalated and Western powers have responded…

Dear Shareholders, Because tax time can sometimes be confusing, we wanted to share a summary of the materials you should…

To a large extent, stock markets around the world peaked during the fourth quarter of 2021. As such, this paper…

Wasatch Global Investors has announced portfolio manager promotions for several mutual funds and related institutional strategies. No lead portfolio managers…

Click here to register and view the replay. Participants: Ajay Krishnan, CFA, Portfolio Manager Ken Applegate, CFA, CMT, Portfolio Manager…

Click here to register and view the replay. Participants: JB Taylor, CEO, Portfolio Manager Jim Larkins, Portfolio Manager Eric Bergeson,…

For many years, Wasatch’s firmwide commentary was our Message From the Chairman—penned without fail by our founder Dr. Sam Stewart. When Sam left…

DEAR INVESTORS: Recent clampdowns by Chinese regulators in areas such as technology and private education have caused some investors to…

Wasatch Global Investors announced today the launch of the Wasatch Long/Short Alpha Fund (WALSX/WGLSX). The Fund will typically purchase U.S….

Key Takeaways –  Brexit and the pandemic didn’t change the fundamental attractiveness of great U.K. companies with high returns on…

DEAR INVESTORS: In our previous Market Scout, we discussed how almost all of the Wasatch funds outperformed their benchmarks over…

We invite you to view a replay of our live roundtable and Q&A session featuring an update on the U.S….

We invite you to view a replay of our live roundtable and Q&A session featuring an update on the international…

At Wasatch, we’re mainly growth–oriented investors. Some of our strategies and funds pursue faster growth often in higher–priced companies, while several of our strategies…

Click here to register and view the replay. Participants: Eric Bergeson, President Jim Larkins, Portfolio Manager Mike Valentine, Portfolio Manager…

Click here to register and view the replay. Participants: Eric Bergeson, President Linda Lasater, CFA, Portfolio Manager Matt Dreith, CFA,…

One of our favorite observations about investing comes from Seth Klarman: “I think investors always learn the lessons of the…

Wasatch Global Investors announced today that effective at 4:00 p.m. EDT on March 19, 2021, the Wasatch Small Cap Value…

A variety of macro and fundamental factors are converging in emerging markets, signaling a period of resurgence. We believe structural…

While oil and other natural resources had been the foundation of emerging–market investing, silicon–based semiconductors will be essential going forward for China and emerging…

Dear Shareholders, Because tax time can sometimes be confusing, we wanted to share a summary of the materials you should…

As part of a long-term succession plan, Wasatch Global Investors announced today that Roger Edgley, Director of International Research, has…

Wasatch Global Investors announced today that effective at 4:00 p.m. ET on January 29, 2021, the Wasatch Micro Cap Fund—and…

In 2020, it felt like we went through an entire market cycle that would regularly take years to play out….

In 2020, it felt like we went through an entire market cycle that would regularly take years to play out….

When it comes to technological innovation around the world, semiconductor production is one of the best examples. Among the semiconductors…

Click here to view 2020 Year-End Distributions.

At Wasatch Global Investors, we consider ourselves first and foremost to be quality–oriented investors. If we look at quality investing in a…

As significant volatility returns to the market, we remain confident that our companies may be well-positioned to both survive the…

Salt Lake City, Utah, August 14, 2020—Wasatch Global Investors announced today that effective at 4:00 p.m. EDT on September 11,…

With the election of Joe Biden as the 46th president of the United States, we anticipated that clients and shareholders…

Because stocks have rebounded so strongly despite the ongoing effects of the coronavirus, we’re frequently asked about the level of…

As significant volatility returns to the market, we remain confident that our companies may be well-positioned to both survive the…

FINDING “THE ONE” IN A PANDEMIC At Wasatch Global Investors, we are well removed from Wall Street. We believe the…

In 2002, Wasatch Global Investors launched its first international strategy. Leading up to that time, from our founding in 1975,…

Salt Lake City, Utah, June 29, 2020—Wasatch Global Investors announced today that effective at 4:00 p.m. EST on July 31,…

As economies across the globe begin to reopen, we believe there are unique opportunities to invest in high quality, long…

As economies across the globe begin to reopen, we believe there are unique opportunities to invest in high quality, long…

Ajay Krishnan and Matt Drieth joined Bob Huebscher from Advisor Perspectives to discuss the long-term investment opportunities in India. Click…

In 1993, American science fiction author, computer scientist and mathematics professor Vernor Vinge wrote, “The acceleration of technological progress has…

As the impact of Covid-19 continues to be felt across global markets, we discuss the impact to the Wasatch portfolios…

As the impact of Covid-19 continues to be felt across global markets, we discuss the impact to the Wasatch portfolios…

If you Google “trust your…,” some of the most-frequent entries you will see are “trust your gut,” “trust your instincts”…

Wasatch Global Investors announced today that it would reopen the Wasatch Core Growth, International Growth, and Small Cap Growth Funds…

Wasatch Global Investors continues to monitor the latest developments regarding the Covid-19 pandemic. We recognize that this is a global…

While diversification is one of the most-basic principles of investing, we believe diversification can go too far—to the point at…

At Wasatch Global Investors, we’ve been researching companies in India for more than 15 years. And we meet on site…

Wasatch Global Investors has announced portfolio manager changes for several mutual funds and related institutional strategies. As part of a…

At Wasatch Global Investors, we got our start managing U.S. micro– and small–cap strategies. We’ve since expanded into international developed markets and emerging…

For most of the past decade, emerging–market stocks have generally underperformed U.S. names and other developed–market equities. Adding to this disappointment, the relatively low emerging–market returns have…

Salt Lake City, Utah, October 1, 2019—Wasatch Global Investors announced today the launch of the Wasatch International Select Fund and…

Although the relative performance of the Wasatch investment strategies was mixed during the third quarter—some strategies were a bit ahead of their benchmarks…

India is one of the fastest-growing major economies in the world and the six-largest overall. Strong demographics, an aspirational middle-class…

Dear Shareholders, Because tax time can sometimes be confusing, we wanted to share a summary of the materials you should…

Business Insider recently featured Ken Korngiebel and the Wasatch Micro Cap Fund.

Salt Lake City, Utah, August 11, 2020—Wasatch Global Investors has announced the appointment of Amelia Kennedy to the firm’s institutional…

Wasatch Global Investors has announced the appointment of Albert Trinkl, CFA, to the firm’s institutional business development team. Trinkl, former…

Financial Advisor Magazine recently featured Ken Korngiebel and the Wasatch Micro Cap Fund in an article titled “Little Companies, Big…

OVERVIEW Recent clampdowns by Chinese regulators in areas such as technology and private education have caused some investors to rethink…

In this white paper, we introduce the Wasatch Greater China strategy and outline the way we are approaching investment into…