Mr. Krishnan is a portfolio manager on the Emerging Markets research team and head of Emerging Markets Research. He also serves on the firm’s Board of Directors. He joined Wasatch Global Investors in 1994.

Prior to joining Wasatch, Mr. Krishnan earned a Master of Business Administration from Utah State University, where he also worked as a graduate assistant. He completed a Bachelor of Science in physics with a minor in mathematics from Bombay University.

Mr. Krishnan is a CFA charterholder and a member of the Salt Lake City Society of Financial Analysts.

Ajay is a native of Mumbai, India and speaks Hindi and Malayalam. He enjoys traveling and cycling.

Ms. Hoang is an associate portfolio manager on the Emerging Markets research team. She joined Wasatch Global Investors in 2012 as an analyst.

Prior to joining Wasatch, Ms. Hoang was head of research for the student‑run Global Financial Advisors Equity Fund at Brigham Young University. She holds a Bachelor of Science in finance from BYU and is also a CFA charterholder.

Anh was born and raised in Vietnam. She enjoys traveling and learning about new cultures.

Mr. Bone is a portfolio manager on the U.S. research team. He joined Wasatch Global Investors in 2016 as an analyst.

Prior to joining Wasatch, Mr. Bone was an equity research analyst at Goldman Sachs in New York, where he covered the technology supply chain and semiconductor industries.

Mr. Bone earned a Bachelor of Science in business management with an emphasis in finance from the Marriott School of Business at Brigham Young University. While there, he participated in the student‑run Global Financial Advisors Equity Fund.

Austin married his high school sweetheart, and their three young children keep them busy. In his free time, he enjoys golfing, traveling and playing board games with his family.

Mr. Leikhim is an associate portfolio manager on the ex-U.S. Developed research team. He joined Wasatch Global Investors in 2019 as a senior analyst.

Prior to joining Wasatch, Mr. Leikhim spent five years as a senior research analyst at Calamos Investments, focusing on global financial and information technology stocks across the market cap spectrum. He also worked as a sell-side research associate at William Blair & Company, covering U.S. insurance and diversified financial companies, and as an analyst and strategy consultant for The Cambridge Group, where he focused primarily on consumer-facing industries.

Mr. Leikhim earned a Master of Business Administration from the University of Chicago Booth School of Business and a Bachelor of Arts in economics from Northwestern University. He is also a CFA charterholder.

In addition to living in the Chicago metropolitan area, Chris spent several years in the United Kingdom, where he developed a passion for cooking, travel and wine. He also enjoys golf, architecture and photography.

Mr. Aloisio is a portfolio manager on the U.S. research team. He joined Wasatch Global Investors in 2022 as a quantitative analyst, focusing on systematizing the firm’s risk controls and portfolio construction.

Prior to joining Wasatch, Mr. Aloisio spent six years as an investment associate at Bridgewater Associates. He split his tenure between client service analytics, where he stress-tested portfolios based on each client’s unique liabilities, and research, where he built systematic investing gauges for global markets trading. More recently, he ran an independent investment and analytics consultancy, working with family offices and hedge funds.

Mr. Aloisio earned a Bachelor of Arts in economics and philosophy from Dartmouth College. He also holds an applied data science certificate from the Thayer School of Engineering at Dartmouth and is a CFA charterholder.

Dan is a native of Gloucester, Massachusetts. In his free time, he enjoys hiking, climbing, pickleball and skiing.

Mr. Chace is a portfolio manager on the Emerging Markets research team. He joined Wasatch Global Investors in 2002 as a senior analyst.

Mr. Chace has worked in the finance industry since 1996, holding roles in the New York offices of J.P. Morgan Securities, SG Cowen Securities, Merrill Lynch and Oppenheimer & Co. His work there focused on equities research covering Latin American financial institutions.

Mr. Chace earned a Master of Business Administration from Harvard University. He completed his undergraduate studies at Pomona College, receiving a Bachelor of Arts in cultural anthropology. He is also a CFA charterholder.

Mr. Chace spent two years in Paraguay with the United States Peace Corps, where he worked on water sanitation and health infrastructure projects in rural communities.

Dan is a New Jersey native and speaks Spanish. He enjoys competitive sports and the outdoors, especially trail running.

Mr. Powers is the lead portfolio manager of the Wasatch Global Value and International Value strategies. He joined Wasatch Global Investors in 2013.

Mr. Powers has extensive experience in investment research and portfolio management, primarily with large‑cap value companies. Prior to joining Wasatch, he served as a portfolio manager with Eagle Asset Management. Earlier, at ING Investment Management, he managed the ING Large Cap Value Fund and worked as a senior sector analyst covering energy, telecommunication services, utilities, AIs and materials. His background includes several senior investment roles, including portfolio manager at Federated Investors. He began his investment career at the State Teachers Retirement System of Ohio.

Mr. Powers holds a Bachelor of Science in accounting from Fairleigh Dickinson University and both a Master of Science in accounting and a Master of Business Administration from Kent State University. He is a CFA charterholder and a Chartered Alternative Investment Analyst (CAIA), and he earned the Certified Public Accountant (CPA) designation.

Dave grew up in the Northeastern United States, is an avid sports fan and loves to travel. He enjoys reading mystery novels and playing ping‑pong.

Mr. Robin is a portfolio manager on the U.S. research team. He joined Wasatch Global Investors in 2023 as an analyst.

Prior to joining Wasatch, Mr. Robin founded Bird Dog Capital, where he was the portfolio manager for the firm’s micro‑cap value strategy. From 2011 to 2022, he worked for Cove Street Capital in Los Angeles as a senior analyst on the firm’s small‑cap value strategy and as a co‑portfolio manager on the firm’s micro‑cap strategy. Earlier, he was an associate at Proton Capital, a family office.

Mr. Robin earned a Master of Business Administration from the Anderson School of Management at the University of California, Los Angeles, where he received a Dean’s Scholar award, and a Bachelor of Arts in computer science from the University of California, San Diego. He is also a CFA charterholder.

Gene was born in Ukraine and speaks fluent Russian, though he spent most of his formative years in San Diego. He enjoys cooking, trying new restaurants and spending time with his wife and sons.

Mr. Shaughnessy is a portfolio manager on the U.S. research team. He joined Wasatch Global Investors in 2024 as an analyst.

Prior to joining Wasatch, Mr. Shaughnessy spent more than six years at RS Investments as an analyst on the growth team, where he covered companies across several sectors and industries. Before RS, he specialized in researching internet companies at RBC Capital Markets and held research roles at Mizuho Securities USA and Oppenheimer & Co.

Mr. Shaughnessy earned a Master of Business Administration from the University of Michigan’s Stephen M. Ross School of Business and a Bachelor of Arts in economics from Trinity University.

Jim enjoys playing and watching tennis, listening to music and staying up to date on University of Michigan sports.

Mr. Malooly is a portfolio manager on the U.S. research team. He joined Wasatch Global Investors in 1997 as an analyst.

Prior to joining Wasatch, Mr. Malooly was an investment specialist at UMB Fund Services (formerly Sunstone Financial Group), the transfer agent for Wasatch Funds.

Mr. Malooly graduated from Marquette University, earning a Bachelor of Science in business administration. He is also a CFA charterholder.

John is a Wisconsin native. He is active in the community, having served as treasurer of the McGillis School Board of Trustees, and currently serves as treasurer of the Tracy Aviary and as an advocate for the Conservation Lands Foundation. He enjoys skiing, trekking vacations and reading nonfiction. He also admits to owning far too many cookbooks.

Mr. Weaver is a portfolio manager on the Emerging Markets research team. He joined Wasatch Global Investors in 2018 as an analyst on the client relations team and later became an analyst on the research team.

Prior to joining Wasatch, Mr. Weaver worked in the aerospace and defense industry as a mechanical engineer for L3 Technologies.

Mr. Weaver holds a Bachelor of Science in mechanical engineering from Brigham Young University. He is also a CFA charterholder.

Justin is a Salt Lake City native. In his spare time, he enjoys skiing, playing guitar and fly fishing with his wife. He speaks fluent Thai.

Dr. Pan is an associate portfolio manager on the Emerging Markets research team. He joined Wasatch Global Investors in 2019 as a senior analyst.

Prior to joining Wasatch, Dr. Pan was a sell‑side analyst for nine years at Morgan Stanley, covering property‑and‑casualty insurance companies, including Berkshire Hathaway. From 2004 to 2009, he was a buy‑side analyst at New York City‑based Stadia Capital, a long/short equity fund that was part of FrontPoint Partners and Morgan Stanley Investment Management. Earlier in his career, he spent five years in Silicon Valley at a start‑up company modeling natural‑catastrophe risks.

Dr. Pan received bachelor’s degrees in civil and environmental engineering from Tsinghua University in Beijing, master’s and PhD degrees in structural engineering from Johns Hopkins University in Baltimore and a Master of Business Administration from the New York University Stern School of Business.

Kai is a native of China. He met his wife Li in college and they have two sons. He enjoys traveling, reading, hiking and skiing.

Mr. Schrader joined Wasatch Global Investors in 2025 as an associate portfolio manager. He works across the U.S. and ex-U.S. research teams.

Prior to joining Wasatch, Mr. Schrader was the lead research analyst on the Global Contrarian Fund at Grandeur Peak Global Advisors, where he specialized in the financial sector. Earlier in his career, he worked at Silvercrest Asset Management Group and contributed to the BYU Global Financial Advisors Fund.

Mr. Schrader earned a Bachelor of Science in finance from Brigham Young University.

Karson enjoys traveling and spending time outdoors with his family, particularly hiking, climbing and skiing.

Mr. Applegate is a portfolio manager on the ex-U.S. Developed research team and head of ex-U.S. Developed Research. He joined Wasatch Global Investors in 2014.

During more than three decades of investing, Mr. Applegate has focused exclusively on global small‑cap companies. His career began in 1994 in London, where he served as a financial analyst and later co‑managed a foreign‑exchange hedge portfolio for Refco. In 1996, he moved to the U.S. and spent 11 years specializing in small‑cap investing for RCM and then Berkeley Capital Management. He later returned to his native New Zealand to join Fisher Funds as a senior portfolio manager, playing a key role in launching and managing international small‑cap funds. In 2012, he moved back to the U.S. to launch the Pacific View Asset Management international small‑cap strategy.

Mr. Applegate completed his Bachelor of Management Studies at the University of Waikato in New Zealand. He is also a CFA charterholder and a Certified Market Technician (CMT).

Ken enjoys cycling, surfing and snowboarding.

Mr. Korngiebel is a portfolio manager on the U.S. research team. He joined Wasatch Global Investors in 2015.

Mr. Korngiebel’s investment career spans decades, during which he has covered small-, mid- and large-cap growth stocks across all sectors.

Prior to joining Wasatch, Mr. Korngiebel was a founder, partner and lead portfolio manager at Montibus Capital Management, a business backed by Stifel Financial Corp. At Montibus, he led a team of five investment professionals from 2006 to 2015, managing the firm’s long-only small and SMID cap growth portfolios totaling $1 billion in assets. Earlier in his career, he was a senior managing director and lead portfolio manager at Columbia Management Company, where he rebuilt a six-person investment team and implemented a new philosophy and process. He also managed small-, SMID- and mid-cap growth portfolios totaling $2.6 billion in assets. His tenure at Columbia Management was from 1996 to 2006.

Mr. Korngiebel holds a Master of Business Administration from the Wharton School of the University of Pennsylvania and a Bachelor of Arts in economics and Spanish from Stanford University. He is also a CFA charterholder.

Ken has lived in Venezuela, Spain and Switzerland. He speaks Spanish and his French is passable. He is also an avid skier, wine collector and struggling golfer.

Mr. Unger is an associate portfolio manager on the Emerging Markets research team. He joined Wasatch Global Investors in 2015 as an analyst.

Prior to joining Wasatch, Mr. Unger was an analyst at Wells Capital Management, where he worked on the Berkeley Street Emerging Markets Equity Fund. Earlier, he was an analyst in the energy and securities groups at NERA Economic Consulting, conducting econometric analyses across numerous regulated industries.

Mr. Unger received a Bachelor of Science in economics from the Wharton School of the University of Pennsylvania. He is also a CFA charterholder.

Kevin has lived in the Netherlands and is conversational in German and proficient in Spanish. He is an avid soccer player and enjoys traveling.

Mr. Weisel is an associate portfolio manager on the U.S. research team. He joined Wasatch Global Investors in 2020 as a research associate.

Prior to joining Wasatch, Mr. Weisel earned a Bachelor of Arts in economics from Dartmouth College. While in college, he was also a member of the U.S. Men’s Alpine Ski Team, competing in the Super G and Downhill events at the World Cup level.

In addition to skiing, Kipling enjoys mountain biking and surfing.

Mr. Venkitaraman is an associate portfolio manager on the Emerging Markets research team. He joined Wasatch Global Investors in 2024 as a senior analyst.

Prior to joining Wasatch, Mr. Venkitaraman was a research analyst at WCM Investments, specializing in emerging and international markets. He began his investing career in 2007, holding analyst roles at Harding Loevner and Cupps Capital Management, and has covered a wide range of industries with a particular focus on technology. Earlier in his career, he worked as a software design engineer at Microsoft, contributing to Windows development.

Mr. Venkitaraman earned a Master of Business Administration from the University of Chicago Booth School of Business, a Bachelor of Engineering from the University of Mumbai and a Master of Science in electrical and computer engineering from the University of Texas at Austin. He is also a CFA charterholder.

Lakshman is fluent in Hindi and Tamil and conversant in Marathi and Malayalam. He enjoys yoga, ping-pong, golf and hiking with his family.

Mr. Madsen rejoined Wasatch Global Investors in 2025 as a portfolio manager. He works across the U.S. and ex-U.S. research teams.

Before returning to Wasatch, Mr. Madsen spent nine years at Grandeur Peak Global Advisors, where he managed the Global Contrarian Fund and focused on the energy, materials and industrial sectors. Earlier, he founded Red Desert Capital, where he managed a concentrated value portfolio using a bottom‑up, fundamental approach. He began his investment career at Wasatch in 2004 as a senior analyst on the Wasatch Small Cap Value strategy.

Mr. Madsen holds a Bachelor of Science in accounting and a Master of Accountancy, both from Brigham Young University. He is also a CFA charterholder.

Mark enjoys spending time with his family, hunting, fishing, playing pickleball and exploring the outdoors.

Mr. Dreith is a Portfolio Manager on the developed markets research team. He joined Wasatch Global Investors as an Analyst in 2011.

Prior to joining Wasatch, Mr. Dreith worked as an investment analyst for the Time Value of Money L.P. in Austin, Texas as well as American Century Investments in Kansas City, Missouri. He also completed an investment analyst internship with Alchemy Capital Management in Mumbai, India.

Mr. Dreith earned a Master of Business Administration degree from McCombs School of Business at the University of Texas. He is also a CFA charterholder.

Matt is a native of Colorado, and has lived in Denmark and India. He enjoys traveling, pushing his limits with spicy food, and reading nonfiction and sci-fi.

Mr. Rasmussen is a portfolio manager on the U.S. research team. He joined Wasatch Global Investors in 2014 as a quantitative analyst.

Prior to joining Wasatch, Mr. Rasmussen studied at the University of Southern California, where he earned a Bachelor of Science in finance and a degree in music production. He is also a CFA charterholder.

Mick is a Utah native who enjoys golf, skiing and traveling with his family.

Mr. Valentine is a portfolio manager on the U.S. research team and co-head of U.S. Research. He also serves on the Board of Directors. He joined Wasatch Global Investors in 2016.

Since entering the asset management business in 2005, Mr. Valentine has covered various sectors, including health care, information technology and basic materials across all market capitalizations and geographies.

Prior to joining Wasatch, Mr. Valentine was a portfolio manager at Point72 in Boston, where he led a team of analysts and managed a long/short fund focused on the technology and telecom sectors. Before Point72, he worked from 2005 to 2012 as an analyst and portfolio manager at Fidelity Investments in Boston, where he developed a technology-sector strategy for a group of diversified funds. He also managed long-only sector portfolios.

Mr. Valentine holds a Bachelor of Arts in computer science from Amherst College.

Mike grew up in New England and remains a fan of his beloved Patriots.

Mr. Chaturvedi rejoined Wasatch Global Investors in 2024 as an associate portfolio manager on the Wasatch Global Value and International Value strategies.

Before returning to Wasatch, Mr. Chaturvedi served as a senior equity research analyst at Brown Brothers Harriman, where he led stock selection across multiple sectors and industries. Earlier, he was a senior equity research analyst at Voya Investment Management, specializing in the consumer sector for international, global and U.S. strategies. He also worked at Constellation Energy as a manager in the markets, pricing and structuring group and as a management consultant at Accenture.

Mr. Chaturvedi earned a Master of Business Administration from the Stern School of Business at New York University and a Bachelor of Science in computer science from North Carolina State University.

Nakul enjoys spending time with his family, skiing and traveling.

Mrs. Pesqué is a portfolio manager on the U.S. research team. She joined Wasatch Global Investors in 2015 as an analyst.

Prior to joining Wasatch, Mrs. Pesqué was an entrepreneur and teaching assistant for Business Law at the University of Utah. She received the Outstanding Business Graduate Award and a Bachelor of Science in marketing summa cum laude from the David Eccles School of Business at the University of Utah. She is also a CFA charterholder.

Natalie is learning French and enjoys travel and exercise.

Mr. Lambert is a portfolio manager on the U.S. research team. He joined Wasatch Global Investors in 2000 as an analyst.

Prior to joining Wasatch, Mr. Lambert worked for Fidelity Investments.

Mr. Lambert graduated from the University of Utah, earning a Bachelor of Science in finance.

Paul is a Utah native who enjoys golfing, skiing and camping.

Mr. Huerta is an associate portfolio manager on the Emerging Markets research team. He joined Wasatch Global Investors in 2016 as an analyst.

Prior to joining Wasatch, Mr. Huerta was an equity research analyst at Pacific Investment Management Company (PIMCO), where he covered developed and emerging markets with a particular focus on dividend‑paying companies. Earlier, he was a senior investment analyst at Moneda Asset Management, where he covered Latin American companies broadly and specialized in Chilean retailers and banks.

Mr. Huerta earned a Master of Business Administration from the Wharton School of the University of Pennsylvania and a Bachelor of Science in engineering from Universidad de los Andes in Santiago. He is also a CFA charterholder.

Pedro is a native of Chile. He speaks Spanish and Portuguese and enjoys music (especially bagpipes), literature, golf and hiking.

Mr. Snow is a portfolio manager on the U.S. research team and co-head of U.S. Research. He also serves on the Board of Directors. He has spent most of his career at Wasatch Global Investors, joining the firm in 2000 as an analyst.

Mr. Snow earned a Bachelor of Science in finance from the University of Utah, where he was a member of the tennis team. He spent two years during his undergraduate studies living in Poland.

Ryan is a Utah native and a devoted follower of the University of Utah’s athletic teams. He is also an avid reader and enjoys CrossFit and traveling with his family.

Mr. Thomas is a portfolio manager on the Emerging Markets research team. He joined Wasatch Global Investors in 2012 as a senior analyst.

Prior to joining Wasatch, Mr. Thomas was a vice president at Morgan Stanley & Co. in New York, where he spent six years in equity research. He also worked in the M&A consulting group at KPMG LLP in San Francisco and New York.

Mr. Thomas holds a Bachelor of Science in accounting from Brigham Young University and is a CFA charterholder.

Scott has lived in Madagascar and La Réunion, France. He speaks fluent French and has conversational knowledge of Malagasy. He enjoys traveling and is an avid golfer and sports fan.

Mr. Rigby is a portfolio manager on the Emerging Markets research team. He joined Wasatch Global Investors in 2024.

Prior to joining Wasatch, Mr. Rigby was a portfolio manager at Grandeur Peak Global Advisors. During his 11 years with Grandeur, he managed the Emerging Markets Opportunities Fund and oversaw technology‑sector investments within the Global Reach Fund. Earlier in his career, he worked in the technology industry as a software developer and product marketer.

Mr. Rigby earned a Master of Business Administration from the Samuel Curtis Johnson Graduate School of Management at Cornell University. He also received a Bachelor of Science in computer science from Westminster University.

Stuart is fluent in Spanish, having lived in Mexico and Spain. In his spare time, he enjoys skiing and mountain biking and he is also an aspiring landscape painter.

Mr. Bradley is a portfolio manager on the U.S. research team. He joined Wasatch Global Investors in 2014 as an analyst.

Prior to joining Wasatch, Mr. Bradley worked as a lab technician at the University of Utah Medical School conducting scientific research on iron metabolism.

Mr. Bradley earned a Bachelor of Arts in Japanese language and literature from the University of Utah, completing pre‑medical coursework while participating on the school’s football team.

Thomas speaks fluent Japanese. He is an avid golfer and fly fisherman.

Mr. Krishnan is a portfolio manager on the Emerging Markets research team and head of Emerging Markets Research. He also serves on the firm’s Board of Directors. He joined Wasatch Global Investors in 1994.

Prior to joining Wasatch, Mr. Krishnan earned a Master of Business Administration from Utah State University, where he also worked as a graduate assistant. He completed a Bachelor of Science in physics with a minor in mathematics from Bombay University.

Mr. Krishnan is a CFA charterholder and a member of the Salt Lake City Society of Financial Analysts.

Ajay is a native of Mumbai, India and speaks Hindi and Malayalam. He enjoys traveling and cycling.

Mr. Thurber serves as Vice President, Chief Compliance Officer and General Counsel of Wasatch Global Investors, which he joined in 2006. He also serves on the Board of Directors.

From 2001 to 2006, Mr. Thurber was an associate and partner at Dorsey & Whitney LLP in Salt Lake City, where he represented large institutional investors, investment companies and investment advisors (including Wasatch Global Investors).

Earlier in his career, Mr. Thurber worked in New York in the investment-funds groups of law firms Baker & McKenzie and Paul, Weiss, Rifkind, Wharton & Garrison. He relocated to Utah in 1999 and co-founded Anthill.com, an internet start-up company.

Mr. Thurber earned Juris Doctor and Master of Laws (LLM) degrees from Duke Law School. He completed his undergraduate work at the University of Utah, where he received a Bachelor of Science in Political Science. He is a member of the Utah and New York Bar Associations.

Dan grew up on a dairy farm in Montana, speaks Finnish and enjoys curling.

Mr. McCarty is Head of Global Client and Distribution for Wasatch Global Investors and serves on the Board of Directors. In addition to overseeing the firm’s global distribution channels and client teams, he works directly with institutional investors and consultants in North America.

Mr. McCarty earned a Master of Business Administration from Georgetown University, where he graduated with honors, and a Bachelor of Science in Business Administration from the University of Utah.

Mr. McCarty earned the AIF^® designation from the Center for Fiduciary Studies in 2014. The AIF designation certifies that he has specialized knowledge of fiduciary standards of care and their application to the investment-management process.

Dustin enjoys hiking, traveling, competitive sports, and is an avid Georgetown and University of Utah sports fan.

Mr. Bergeson is a former President of Wasatch Global Investors and currently serves on the Board of Directors. He joined Wasatch in 1998 and retired in 2025.

Prior to joining Wasatch, Mr. Bergeson was director of operations for GSS/Array Technology, an electronics manufacturing company headquartered in Bangkok, Thailand. Before that, he was an associate with J.P. Morgan Securities in New York.

From 1990 to 1993, Mr. Bergeson played in the National Football League as a free safety with the Atlanta Falcons, Houston Oilers and New England Patriots.

Mr. Bergeson earned a Master of Business Administration from Stanford Graduate School of Business and a Bachelor of Arts in Political Science from Brigham Young University.

Eric enjoys fly fishing, surfing, golf and hiking Utah’s beautiful mountains.

Ms. Strasburg is Wasatch’s Chief Operating Officer (COO) and serves on the Board of Directors. She oversees the firm’s core operating functions, with a focus on technology, data, and infrastructure, to enable scalable growth, effective decision-making, and firmwide alignment across initiatives.

Prior to joining Wasatch, Ms. Strasburg worked for Duke Energy as a senior gas trader responsible for monitoring the commodities markets and optimizing the company’s natural-gas hedging plan.

Ms. Strasburg earned a Bachelor of Science in Finance from the University of Utah.

Hollie has a love for the great outdoors and enjoys golf, backcountry flying, hiking, and cycling.

Mr. Taylor is a former CEO of Wasatch Global Investors and currently serves on the Board of Directors. He was also a portfolio manager on the U.S. research team. He joined Wasatch in 1996 and retired in 2025.

Mr. Taylor graduated from Stanford University, earning a Bachelor of Science in Industrial Engineering.

JB is a California native who speaks Hungarian. He enjoys cycling and coaching youth lacrosse.

Mr. Cardon is a former Chief Executive Officer of Wasatch Global Investors and currently serves on the Board of Directors. He was formerly a portfolio manager on the U.S. research team. He joined Wasatch in 1980 and retired in 2018.

Mr. Cardon attended the University of Utah, graduating magna cum laude with a Bachelor of Science in Finance. He is also a CFA charterholder.

Mr. Cardon is a past president and a current member of the Salt Lake City Society of Financial Analysts.

Jeff is a Utah native who enjoys the outdoors. He and his wife are very active in philanthropy and community affairs.

Ms. Swenson is Director of Client Relations and serves on the Board of Directors. She has been with Wasatch Global Investors since 1992.

Ms. Swenson also worked as a business consultant at American Management Systems, a Washington, D.C.-based consulting firm. Before that, she worked at Wasatch Global Investors as a business analyst while completing her undergraduate studies at the University of Utah. She rejoined Wasatch in 1992 as a Client Relations Manager.

Ms. Swenson holds a Master of Business Administration from Georgetown University and a Bachelor of Arts, with honors, in English with a minor in German from the University of Utah. She also studied at Christian Albrechts Universität in Kiel, Germany.

Kitty and her family enjoy skiing, climbing, and exploring wilderness areas in Utah and around the globe. She is also involved with a variety of local and international conservation groups.

Mr. Valentine is a portfolio manager on the U.S. research team and co-head of U.S. Research. He also serves on the Board of Directors. He joined Wasatch Global Investors in 2016.

Since entering the asset management business in 2005, Mr. Valentine has covered various sectors, including health care, information technology and basic materials across all market capitalizations and geographies.

Prior to joining Wasatch, Mr. Valentine was a portfolio manager at Point72 in Boston, where he led a team of analysts and managed a long/short fund focused on the technology and telecom sectors. Before Point72, he worked from 2005 to 2012 as an analyst and portfolio manager at Fidelity Investments in Boston, where he developed a technology-sector strategy for a group of diversified funds. He also managed long-only sector portfolios.

Mr. Valentine holds a Bachelor of Arts in computer science from Amherst College.

Mike grew up in New England and remains a fan of his beloved Patriots.

Mr. Yeates is Wasatch’s CEO and CFO. He also serves on the Board of Directors.

He first joined the firm in 2003. In 2006, he left Wasatch to work as a management associate at Bridgewater Associates, a multi-strategy hedge fund manager. He rejoined Wasatch in 2007 as the CFO.

Mr. Yeates earned a Bachelor of Science in Finance from the University of Utah.

Mike is a Utah native who enjoys basketball, golf and spending time with his three daughters.

Mr. Snow is a portfolio manager on the U.S. research team and co-head of U.S. Research. He also serves on the Board of Directors. He has spent most of his career at Wasatch Global Investors, joining the firm in 2000 as an analyst.

Mr. Snow earned a Bachelor of Science in finance from the University of Utah, where he was a member of the tennis team. He spent two years during his undergraduate studies living in Poland.

Ryan is a Utah native and a devoted follower of the University of Utah’s athletic teams. He is also an avid reader and enjoys CrossFit and traveling with his family.

Mr. Alcox is Regional Vice President of Sales and works directly with financial advisors, consultants and other third-party distributors. He joined Wasatch Global Investors in 2026.

Prior to joining Wasatch, Mr. Alcox spent more than a decade in the banking industry, working across a broad range of retail banking products and services.

Mr. Alcox earned a Master of Business Administration from the University of Utah and a Bachelor of Science in Economics from Westminster University, where he was a member of the men’s soccer team.

Originally from New Hampshire, Anthony is a dedicated supporter of Boston sports teams. He also enjoys cooking, golfing, traveling with his wife and coaching youth soccer in his community.

Mr. Trinkl is Managing Director of Institutional Business Development for Wasatch Global Investors and leads the firm’s distribution efforts in Europe, the Middle East and Africa. In this role, he works closely with institutional investors, consultants and retirement plans. He joined Wasatch in 2020.

Prior to joining Wasatch, Mr. Trinkl oversaw client relations and marketing for the Middle Eastern and African regions at DWS Group, Deutsche Bank’s asset-management arm. Earlier, he worked at HSBC and Lingohr & Partner (a German-based equity boutique). He started his investment career as a fund manager at firms including Allianz Holding of Germany and the Abu Dhabi Investment Authority, focusing on global-listed equities before moving into distribution and client-management roles.

Mr. Trinkl holds a degree from the S&L Bank Academy in Bavaria, Germany. He is also a CFA charterholder.

Albert is a German native. He enjoys outdoor sporting activities, especially kiteboarding.

Mr. Fries is Regional Vice President of Sales and works directly with financial advisors, consultants, and other third-party distributors. He joined Wasatch Global Investors in 2000.

Mr. Fries graduated from Westminster College with a Bachelor of Science in Finance. He also received the Certified Financial Planner (CFP) designation in 2010.

Brandon is an avid basketball fan, having played in college. He also enjoys football and outdoor sporting activities, especially fly fishing.

Mr. Stolfa is Director of Client Relations for U.S. strategies and works with institutional and high-net-worth clients. He joined Wasatch Global Investors in 2004.

Mr. Stolfa has over 30 years of financial and client-management experience and has worked with industry leaders including Fidelity Investments, Charles Schwab and American Century Investments.

Mr. Stolfa earned a Master of Business Administration from the Carroll School of Management at Boston College and a Bachelor of Arts in Financial Economics from Saint Anselm College in Manchester, New Hampshire.

Chuck volunteers at the Road Home, a homeless advocacy group in Salt Lake City. In his free time, he enjoys skiing and traveling with his family.

Mr. McCarty is Head of Global Client and Distribution for Wasatch Global Investors and serves on the Board of Directors. In addition to overseeing the firm’s global distribution channels and client teams, he works directly with institutional investors and consultants in North America.

Mr. McCarty earned a Master of Business Administration from Georgetown University, where he graduated with honors, and a Bachelor of Science in Business Administration from the University of Utah.

Mr. McCarty earned the AIF^® designation from the Center for Fiduciary Studies in 2014. The AIF designation certifies that he has specialized knowledge of fiduciary standards of care and their application to the investment-management process.

Dustin enjoys hiking, traveling, competitive sports, and is an avid Georgetown and University of Utah sports fan.

Mr. Bhatt is a Client Portfolio Manager at Wasatch Global Investors. He joined the firm in 2022.

Prior to joining Wasatch, Mr. Bhatt was at JPMorgan in New York, where he was an executive director and research analyst on the manager selection team. He also headed the JPMorgan Private Bank Advisory Program and thematic manager research for the wealth management business. Earlier in his career, Mr. Bhatt was an equity analyst for nearly a decade, covering the specialty finance and REIT sectors at Bank of America Merrill Lynch, Morgan Stanley and Piper Jaffray.

Mr. Bhatt earned a Master of Business Administration and a Bachelor of Arts in Economics from the University of California, Berkeley.

Ms. Swenson is Director of Client Relations and serves on the Board of Directors. She has been with Wasatch Global Investors since 1992.

Ms. Swenson also worked as a business consultant at American Management Systems, a Washington, D.C.-based consulting firm. Before that, she worked at Wasatch Global Investors as a business analyst while completing her undergraduate studies at the University of Utah. She rejoined Wasatch in 1992 as a Client Relations Manager.

Ms. Swenson holds a Master of Business Administration from Georgetown University and a Bachelor of Arts, with honors, in English with a minor in German from the University of Utah. She also studied at Christian Albrechts Universität in Kiel, Germany.

Kitty and her family enjoy skiing, climbing, and exploring wilderness areas in Utah and around the globe. She is also involved with a variety of local and international conservation groups.

Ms. Gaylord is Vice President of Institutional Business Development for Wasatch Global Investors and works closely with institutional investors, consultants and retirement plans. She joined Wasatch in 2021.

Ms. Gaylord has more than a decade of experience in investor relations, fundraising and strategic product development across the North American alternative investment landscape. Prior to joining Wasatch, she was head of institutional business development for Instar Asset Management—where she was responsible for leading the international marketing strategy and investor relations. Earlier, she was an investor relations and product specialist at Ares Management for the energy infrastructure strategy.

Ms. Gaylord received a Bachelor of Arts in History with a minor in Spanish from Dartmouth College.

Lydia enjoys trail and ultra running, skiing, traveling, reading, and spending time with her family and dog.

Mr. Tucker is Vice President of Client and Distribution. He joined Wasatch Global Investors in 2016.

Prior to joining Wasatch, Mr. Tucker was a retirement consultant at Fidelity Investments.
Mr. Tucker holds a Bachelor of Science in Finance from Westminster College, where he was also a member of the men’s basketball team.

Travis previously lived in Hong Kong and speaks Cantonese. He enjoys playing various sports, particularly basketball, golf and pickleball. His other interests include traveling, exploring new cuisines and spending quality time with his family.