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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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93 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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35 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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49 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 19 strategies that span market caps and geographies.

News & Insights

In this Market Scout, we want to build on what we communicated a few months ago. Back then, we described…

Q: Are markets poised for a new cycle of small-cap leadership? JB Taylor: As long-term investors in small-caps, we never…

Wasatch Global Investors announced today that as of 4:00 p.m. EDT on April 30, 2024, the Wasatch Core Growth Fund…

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

Click here to register and view the replay. Participants: Dan Chace, CFA, Portfolio Manager Linda Lasater, CFA, Portfolio Manager Eric…

Wasatch Global Investors announced today that Neal Dihora, Portfolio Manager of the Wasatch Emerging Markets Select Fund and its related…

Click here to register and view the replay. Click here to view the presentation. Participants: Mick Rasmussen, CFA, Portfolio Manager…

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

Themes often drive overall investment performance. In the U.S. during 2023, a market-capitalization theme was remarkably uniform. The so-called Magnificent…

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

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 portfolio-manager changes that include updated roles for longtime investment professionals JB Taylor and Jim Larkins….

Large-cap stocks have outperformed small-caps for more than a decade. At this point in the cycle, we believe small-cap valuations…

In the years following the Covid-19 pandemic, the macroeconomic events shaping markets have been truly historic. First, a wave of…

The third quarter of 2023 was negative for stocks as investors fretted over persistent inflation, higher-for-longer interest rates, the threat…

As bottom-up investors focused on fundamentals, Wasatch approaches research trips differently than many other firms. Instead of relying on investor…

After China reopened its borders in early 2023, our investment team traveled to the country in May to meet with…