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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

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…

Click here to register and view the replay. Participants: Jim Larkins, Portfolio Manager Paul Lambert, Portfolio Manager Dustin McCarty, Director,…

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

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

Click here to register and view the replay. Participants: Ken Applegate, CFA, CMT, Portfolio Manager Kevin Unger, CFA, Associate Portfolio…

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

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

Portfolio Manager, Ken Applegate, joined Chuck Jaffe on his Money Life Show to discuss opportunities in international small-cap stocks. Click here to listen…

Wasatch Global Investors announced today that Matthew Dreith has decided to leave the firm effective December 31, 2023 to pursue…

After a poor showing in 2022, high-quality growth stocks got off to a strong start in January 2023. Then, in…

Click here to register and view the replay. Participants: Jim Larkins, Portfolio Manager Natalie Pesqué, CFA, Portfolio Manager Eric Bergeson,…

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

Equity markets sold off broadly in 2022, but the pain was particularly acute for small-cap stocks. After such a sharp…

The failure of three U.S. banks in recent days has sparked volatility across global equity markets. In the wake of…

Wasatch Global Investors is pleased to announce the addition of 17 new employee shareholders, bringing the total number of employee…

Equity markets sold off broadly in 2022, but pain was particularly acute for small-cap stocks. The Russell 2000® Index of…

In emerging markets, we’re finding companies with particularly attractive valuations and enormous headroom for growth—which is a powerful combination. In…

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

Click here to register and view the replay. Click here for slides. Participants: Paul Lambert, Portfolio Manager Brain Bythrow, CFA,…

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