Mr. Krishnan joined Wasatch Global Investors in 1994 and serves on the Board of Directors. He is also a Portfolio Manager, the head of emerging markets investing and a member of the global research team.

Mr. Krishnan earned a Master of Business Administration from Utah State University, where he also worked as a graduate assistant. He completed his undergraduate degree at Bombay University, earning a Bachelor of Science in Physics with a minor in Mathematics.

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. He is an Associate Portfolio Manager on the international micro cap and emerging markets research teams. She joined Wasatch Global Investors as a Senior Analyst in 2013.

Prior to joining Wasatch, Ms. He was a vice president at Western Investment LLC, a multi-strategy fund—where she managed hedging strategies, activism strategies and arbitrage opportunities in international equity closed-end funds. She also has years of experience in quantitative research and data analytics.

Ms. He earned a Master of Business Administration with the Palmer Scholar honor from the Wharton School of the University of Pennsylvania, a Master of Engineering in Computer Science from the University of Utah, and a Bachelor of Science in Computer Science from Beijing Jiaotong University. She is also a CFA charterholder.

Allison was born and raised in China, and is fluent in Mandarin. She enjoys travel, food and playing classical piano.

Ms. Hoang is an Associate Portfolio Manager on the emerging markets and frontier markets research teams. She joined Wasatch Global Investors as an Analyst in 2012.

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. She 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. small cap and global research teams. He joined Wasatch Global Investors in 2016 as an Analyst.

Prior to joining Wasatch, Mr. Bone was an equity research analyst for Goldman Sachs in New York City covering 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. There, he participated in the student-run Global Financial Advisors Equity Fund.

Austin enjoys golfing and camping.

Mr. Bythrow is the Portfolio Manager of the U.S. micro cap value strategy. He joined Wasatch Global Investors in 2003.

From 1998 to 2003, Mr. Bythrow was a portfolio manager for the Monogram Special Equity Fund, where he also managed separate account large cap value portfolios. Earlier, he was an equity analyst with Parkstone Funds and a credit analyst with Shoreline Bank.

Mr. Bythrow earned a Master of Business Administration from California State University, Sacramento and a Bachelor of Science in Social Sciences from the United States Air Force Academy, where he received the Outstanding Cadet in Social Sciences award for being the top graduate in Social Sciences. He is also a CFA charterholder.

Mr. Bythrow served as a communications/computer officer from 1989 to 1994 in the United States Air Force, where he was awarded the Meritorious Service Medal and obtained the rank of Captain. While in the Air Force, he was the leader of the United States Air Force International Rifle Shooting Team and set several individual and team records for marksmanship.

Brian is a Michigan native who enjoys golfing, hiking and hunting. He is also very involved in the community—teaching free personal-finance courses in local community centers and churches, and actively supporting charities that operate orphanages and adoption services around the world.

Mr. Chace is a Portfolio Manager on the greater China, emerging markets and international micro cap research teams. He joined Wasatch Global Investors as a Senior Analyst in 2002.

Mr. Chace has been in the finance industry since 1996, working in the New York offices of J.P. Morgan Securities, SG Cowen Securities, Merrill Lynch, and Oppenheimer & Co. His work in New York was as an equities analyst following 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 was a volunteer working 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 Portfolio Manager of the global value strategy. He joined Wasatch Global Investors in 2013.

Mr. Powers has many years of investment-research and portfolio-management experience, mainly with large cap value stocks. Prior to joining Wasatch, he served as a portfolio manager with Eagle Asset Management. Earlier, at ING Investment Management, he was the portfolio manager for the ING Large Cap Value Fund. While at ING, he also worked as a senior sector analyst covering energy, telecommunication services, utilities and materials. His experience encompasses several senior investment positions, including as a portfolio manager with 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 also a CFA charterholder and a CAIA charterholder, and has a Certified Public Accountant designation.

Dave grew up in the Northeast, is an avid sports fan and loves to travel. He enjoys reading mystery novels and playing basketball.

Mr. Tzau is an Associate Portfolio Manager on the international small cap research team. He joined Wasatch Global Investors in 2018 as a Senior Analyst.

Prior to joining Wasatch, Mr. Tzau was a senior international equity analyst at Rainier Investment Management. He was a founding member of Rainier’s international small/mid cap growth strategy and covered companies in developed and emerging markets across all sectors, with an emphasis on health care, consumer products and services, industrials and financials. Earlier, he was an equity research associate and an assistant portfolio manager at WHV Investment Management, where he covered U.S. small caps, U.S. micro caps, and emerging markets equities across a broad range of countries, sectors and market capitalizations.

Mr. Tzau earned a Master of Science in Finance from Seattle University, and a Bachelor of Science in Pharmaceutical Science from the University of British Columbia. He is also a CFA charterholder.

Before moving to Salt Lake City, Derrick lived in Hong Kong, Toronto, Vancouver and Seattle. He enjoys hockey, basketball and traveling.

Mr. Taylor is Chief Executive Officer of Wasatch Global Investors and serves on the Board of Directors. He is also a Portfolio Manager and a member of the global research team. He joined Wasatch as an Analyst in 1996.

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. Larkins is the Portfolio Manager of the U.S. small cap value strategy. He joined Wasatch Global Investors as an Analyst in 1995.

Prior to joining Wasatch, Mr. Larkins worked as a systems consultant for what is now Accenture. He also worked for a start-up company in the technology industry.

Mr. Larkins graduated cum laude with a Bachelor of Arts in Economics from Brigham Young University. He later earned a Master of Business Administration from the Marriott School of Management at BYU. While in the Master’s program, he served as president of the MBA Student Association.

Jim is a Utah native. He speaks Spanish and has lived in Argentina and the Middle East. He enjoys waterskiing, trail running and reading presidential biographies.

Mr. Malooly is the Portfolio Manager of the U.S. small cap ultra growth strategy. He joined Wasatch Global Investors as an Analyst in 1997.

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 enjoys skiing, trekking vacations and reading nonfiction. He also admits to having way too many cookbooks.

Dr. Pan is an Associate Portfolio Manager on the Greater China research team. He joined Wasatch Global Investors in 2019 as a Senior Analyst focused on emerging markets.

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. Before his investment 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 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 and hiking.

Mr. Bhatt joined Wasatch Global Investors in 2022 as a Client Portfolio Manager.

Previously, 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 Thematics manager research for the Wealth Management business. Prior to JPMorgan 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 Jaffrey in New York.

Mr. Bhatt earned a BA in Economics from U.C. Berkeley and an MBA from the Haas School of Business at Berkeley.

Mr. Applegate is a Portfolio Manager, the head of international developed markets investing and a member of the global research team. He joined Wasatch Global Investors in 2014.

During more than two 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 as a co-manager of a foreign exchange hedge portfolio for Refco. In 1996, he moved to the U.S. where he spent 11 years specializing in small cap investing for RCM and then Berkeley Capital Management. Later, he returned to his native New Zealand to join Fisher Funds as a senior portfolio manager, and was integral 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. micro and small cap research teams, and the co-head of U.S. small cap investing.  He joined Wasatch Global Investors in 2015.

Mr. Korngiebel’s investment career has spanned 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, which is 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, implemented a new philosophy and process, and 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 as an Analyst in 2015.

Prior to joining Wasatch, Mr. Unger was an analyst for 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, where he conducted 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 he is conversational in German and proficient in Spanish. He is an avid soccer player and enjoys traveling.

Ms. Lasater is a Portfolio Manager on the international micro/small cap and global research teams. She joined Wasatch Global Investors as a Senior Analyst in 2006. She also completed a successful research internship with Wasatch during the summer of 2005.

Prior to joining Wasatch, Ms. Lasater worked as a project lead and systems analyst in the portfolio analytics group at AIM Investments, where she developed tools that enabled portfolio managers and analysts to make informed investment decisions.

Ms. Lasater earned a Master of Business Administration from the Tuck School of Business at Dartmouth. Earlier, she received a Bachelor of Business Administration in Management Information Systems from the University of Texas, where she was a chairperson and membership director of the Asian Business Students’ Association. She is also a CFA charterholder.

Linda is conversational in Vietnamese and fills her free time learning new languages. She enjoys hiking, cycling and table tennis.

Mr. Rasmussen is a Portfolio Manager on the U.S. small cap research team. Mr. Rasmussen joined the Advisor in 2014 as a Quantitative Analyst. Prior to joining Wasatch, Mr. Rasmussen studied at the University of Southern California, earning a Bachelor of Science in Finance. While in college, he held various internships with companies including eBay, Cincinnati Financial Corporation and Moreton & Company. Along with studying business, he earned a degree in Music Production and worked as a DJ in the Los Angeles area. He is also a CFA charterholder.

Mr. Valentine is a Portfolio Manager on the U.S. small cap and global research teams and is the co-head of U.S. small cap investing.  He joined Wasatch Global Investors in 2016.

Since entering the asset-management business in 2005, Mr. Valentine has covered various sectors including health care, technology and basic materials across all market caps 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 a portfolio manager at Fidelity Investments in Boston where he developed a technology-sector strategy for a group of diversified funds in addition to managing long-only sector portfolios.

Mr. Valentine holds a Bachelor of Arts degree in Computer Science from Amherst College in Amherst, Massachusetts.

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

Ms. Pesqué is a Portfolio Manager on the U.S. micro/small cap research team. She joined Wasatch Global Investors as an Analyst in 2015.

Prior to joining Wasatch, Ms. 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. She enjoys travel and exercise.

Mr. Dihora rejoined Wasatch Global Investors in 2020 as a Portfolio Manager on the emerging markets research team. His investment career has spanned multiple investment cycles, including four prior years at Wasatch. He has covered companies around the world—and across all sectors.

Prior to rejoining Wasatch, Mr. Dihora was a co-portfolio manager at Nicholas Company Inc., where he managed the small-cap-focused Nicholas Limited Edition Fund. Earlier, he worked as a senior equity analyst at Morningstar, where he covered aerospace, defense, airlines and airports. He also worked as a consultant and as an associate actuary at Milliman, Inc.

Mr. Dihora earned a Master of Science in Finance, Investment & Banking from University of Wisconsin-Madison, and a Bachelor of Business Administration in Actuarial Science & Economics also from UW-Madison. Additionally, he is a CFA charterholder.

Neal was born in Bhavnagar, India and speaks Gujarati. He enjoys basketball, golf and hiking.

Mr. Lambert is a Portfolio Manager on the U.S. small cap and global research teams. He joined Wasatch Global Investors as an Analyst in 2000.

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, where his work includes a focus on Greater China. He joined Wasatch Global Investors as an Analyst in 2016.

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 and a graduate degree in Industrial Engineering from Universidad de los Andes in Chile. He is also a CFA charterholder.

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

Mr. Snow is a Portfolio Manager on the U.S. small cap research team. He has spent most of his career at Wasatch Global Investors, joining the firm as an Analyst in 2000.

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 experience 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 and frontier markets research teams. He joined Wasatch Global Investors as a Senior Analyst in 2012.

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

In addition to CFA and CPA certifications, Mr. Thomas holds a Bachelor of Science in Accounting from Brigham Young University.

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

Mr. Bradley is an Associate Portfolio Manager on the U.S. micro/small cap research team. He joined Wasatch Global Investors as an Analyst in 2014.

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 with accompanying Pre-Medical courses while participating on the school’s football team.

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

Mr. Krishnan joined Wasatch Global Investors in 1994 and serves on the Board of Directors. He is also a Portfolio Manager, the head of emerging markets investing and a member of the global research team.

Mr. Krishnan earned a Master of Business Administration from Utah State University, where he also worked as a graduate assistant. He completed his undergraduate degree at Bombay University, earning a Bachelor of Science in Physics with a minor in Mathematics.

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. Bergeson is President of Wasatch Global Investors and serves on the Board of Directors. He joined Wasatch in 1998.

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.

He enjoys basketball, golf and challenging athletic competitions like the Red Bull 400.

Ms. Strasburg is Director of Investment Operations and serves on the Board of Directors. She joined Wasatch Global Investors in 2004 and worked in both operations and trading before being promoted to Director of Investment Operations in 2008.

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 Chief Executive Officer of Wasatch Global Investors and serves on the Board of Directors. He is also a Portfolio Manager and a member of the global research team. He joined Wasatch as an Analyst in 1996.

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. small cap research team. He joined Wasatch in 1980 and spent his entire career in the field of investment management.

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.

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 in the finance-industry business unit 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 speaks German and has lived in Washington, D.C., Germany, Austria and Greece. She 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. Yeates is Chief Financial Officer and serves on the Board of Directors. He joined Wasatch Global Investors as an Assistant Controller in 2003.

Prior to joining Wasatch, Mr. Yeates worked for the University Venture Fund in Salt Lake City. He left Wasatch Global Investors in 2006 to become a management associate at Bridgewater Associates, a multi-strategy hedge fund manager in Westport, Connecticut. He rejoined Wasatch in 2007 as Chief Financial Officer.

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

Mike enjoys all sports, particularly snowboarding and basketball.

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, Africa and German-speaking regions. 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 equites 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 and coaching soccer.

Ms. Kennedy is Vice President of Institutional Business Development for Wasatch Global Investors and leads the firm’s distribution efforts in the Asia-Pacific region. In this role, she works closely with institutional investors, consultants and retirement plans. She joined Wasatch in 2020.

Prior to joining Wasatch, Ms. Kennedy was head of research and governance at ANZ Private Banking & Advice in Sydney, Australia. In that role, she was responsible for new product development and investment, insurance and platform due diligence. Earlier, she was a wholesaler at Colonial First State, where she managed sales and business-development activities.

Ms. Kennedy received a Bachelor of Management from the University of Technology Sydney. She also holds a Diploma of Financial Services (Financial Planning) from Kaplan.

Amelia grew up in Australia. She enjoys open-water swimming, biking, trail running and skiing. She is also interested in digital innovation.

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 Vice President of Client Relations and works with institutional and high-net-worth clients. He joined Wasatch Global Investors in 2004.

Mr. Stolfa has over 25 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 is a committee member of the Road Home, a homeless advocacy group in Salt Lake City. In his free time, he enjoys skiing and traveling with his family.

Mr. Grant is Regional Vice President of Sales and works directly with financial advisors, consultants and other third-party distributors. He joined Wasatch Global Investors in 2017.

Prior to joining Wasatch, Mr. Grant most recently worked at CAIS, an alternative investment platform for RIA’s and family offices to access institutional hedge fund and private equity offerings.

He earned a Bachelor of Arts in Marketing from the University of Utah, where he also was a captain of the men’s basketball team. He spent two years during his undergraduate experience living in Suriname and the West Indies.

Chris is a Utah native and speaks Dutch. He enjoys reading, surfing, golf, and playing with his two daughters.

Mr. McCarty is the Head of Global Distribution for Wasatch Global Investors. In this role, he works closely with institutional investors, consultants, and retirement plans.

In addition to working at Wasatch prior to business school, Mr. McCarty worked as a financial analyst at a start-up technology company—Omniture, which is now part of Adobe. He also interned in the global wealth division of Merrill Lynch.

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. During his time at Georgetown, he was executive vice president of the Graduate Investment Fund, which managed a portfolio for the school’s endowment.

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 playing basketball and traveling. He is also an avid skier.

Mr. Bergeson is President of Wasatch Global Investors and serves on the Board of Directors. He joined Wasatch in 1998.

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.

He enjoys basketball, golf and challenging athletic competitions like the Red Bull 400.

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 in the finance-industry business unit 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 speaks German and has lived in Washington, D.C., Germany, Austria and Greece. She 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. Ren is Regional Vice President of Sales and works directly with financial advisors, family offices, consultants and other third-party distributors. He joined Wasatch Global Investors in 2005.

Mr. Ren received his undergraduate degree from the University of Utah and completed his Master of Business Administration at Brigham Young University.

Prior to joining Wasatch, Mr. Ren worked as a financial-advisor representative. He also spent two years during his undergraduate experience living in Brazil.

Ryan is a Utah native and speaks Portuguese. He enjoys golfing, skiing, hiking, and traveling with his wife and four children.