Our Team

Our employees are diverse, curious, creative and—most importantly—a team.

They are also deeply experienced. Our senior investment professionals have an average tenure of 15 years at Wasatch. Without a dependable and expert team, we wouldn’t be able to produce consistent and repeatable results.

Our Team

Portfolio Management

Ajay Krishnan, CFA

Wasatch Tenure: 25 years

Lead Portfolio Manager, Emerging Markets Select
Lead Portfolio Manager, Emerging India
Lead Portfolio Manager, Global Small Cap
Lead Portfolio Manager, Emerging Markets Small Cap

Industry Experience: 25 years

Education

Utah State University, M.B.A.
Bombay University, B.S. in Physics and Minor in Mathematics

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. He is also a budding vintage-car enthusiast and an amateur horologist.

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Allison He, CFA

Wasatch Tenure: 6 years

Associate Portfolio Manager, International Micro Cap

Industry Experience: 14 years

Vice President, Associate Portfolio Manager, Western Investments LLC

Education

Wharton School, University of Pennsylvania, M.B.A.
University of Utah, Masters of Engineering, Computer Science

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.

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Andrey Kutuzov, CFA

Wasatch Tenure: 11 years

Associate Portfolio Manager, Emerging Markets Small Cap

Industry Experience: 14 years

Senior Auditor, Deloitte

Education

University of Wisconsin, M.B.A., Applied Security Analyst Program
University of Wisconsin, Master’s of Accounting
University of Wisconsin, B.S. in Accounting

Mr. Kutuzov is an Associate Portfolio Manager on the emerging markets research team. He joined Wasatch Global Investors as a Senior Analyst in 2008. He also interned at Wasatch in 2007, while studying at the University of Wisconsin-Madison.

Prior to joining Wasatch, Mr. Kutuzov earned a Master of Business Administration from the University of Wisconsin’s Applied Security Analysis Program. While earning his degree, he was on a team that managed a student-run long/short equity portfolio. Prior to graduate school, he was a senior auditor at Deloitte, where his work included designing, performing, and supervising financial and internal control audits of commercial banks and investment companies under the U.S. GAAP as well as various international accounting standards.

Mr. Kutuzov also obtained Bachelor’s and Master’s degrees in Accounting at the University of Wisconsin-Madison. While pursuing his Master’s degree, he taught an undergraduate course in Managerial Accounting. He is a CFA charterholder and a Certified Public Accountant.

Andrey is a native Russian speaker. He enjoys tennis, hiking, skiing, and reading books on classical literature and investing.

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Brian Bythrow, CFA

Wasatch Tenure: 16 years

Lead Portfolio Manager, Micro Cap Value

Industry Experience: 25 years

Portfolio Manager, Monogram Special Equity Fund
Portfolio Manager, Monogram Large Cap Value for separate accounts
Equity Analyst, Parkstone Funds
Credit Analyst, Shoreline Bank

Education

California State University in Sacramento, M.B.A.
U.S. Air Force Academy, B.S. in Social Sciences

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.

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Dan Chace, CFA

Wasatch Tenure: 17 years

Portfolio Manager, Micro Cap Growth
Portfolio Manager, Emerging Markets Small Cap

Industry Experience: 21 years

Equities Analyst, J.P. Morgan Securities
Equities Analyst, SG Cowen Securities
Equities Analyst, Merrill Lynch
Equities Analyst, Oppenheimer

Education

Harvard University, M.B.A.
Pomona College, B.A. in Cultural Anthropology

Mr. Chace is a Portfolio Manager on the emerging markets and U.S. 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.

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David Powers, CFA, CAIA, CPA

Wasatch Tenure: 6 years

Lead Portfolio Manager, Global Value

Industry Experience: 24 years

Portfolio Manager, Eagle Asset Management
Portfolio Manager, ING Investment Management
Senior Investment Analyst, ING Investment Management
Portfolio Manager, Senior Investment Analyst, Federated Investors
Portfolio Manager, State Teachers Retirement System of Ohio

Education

Kent State University, M.S. in Accounting
Kent State University, M.B.A.
Fairleigh Dickinson University, B.S. in Accounting

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.

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Jared Whatcott, CFA

Wasatch Tenure: 14 years

Portfolio Manager, International Micro CapPortfolio Manager, Frontier Emerging Small Countries

Industry Experience: 15 years

Education

Darden School at the University of Virginia, M.B.A.
United States Air Force Academy, B.S. in Management, Minor in Mandarin Chinese

Mr. Whatcott is a Portfolio Manager on the international micro/small cap and frontier markets research teams. He joined Wasatch Global Investors as a Senior Analyst in 2005.

Prior to joining Wasatch, Mr. Whatcott was a Captain in the United States Air Force, where he served as a contracting officer.

Mr. Whatcott earned a Master of Business Administration from the Darden School of Business at the University of Virginia, and a Bachelor of Science in Management with a minor in Mandarin Chinese from the United States Air Force Academy. He is also a CFA charterholder and previously served as president and chairman of the board for CFA Society Salt Lake.

Jared lived in Taiwan, where he learned to speak Mandarin. He loves astronomy and puts his telescope to good use whenever he gets the chance. He enjoys gardening, beekeeping and raising chickens with his family. He can often be found mountain biking on the trails around his home.

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JB Taylor

Wasatch Tenure: 23 years

Chief Executive Officer, Wasatch Global Investors
Lead Portfolio Manager, Small Cap Core Growth
Lead Portfolio Manager, Small Cap Growth
Lead Portfolio Manager, Global Small Cap

Industry Experience: 23 years

Education

Stanford University, B.S. in Industrial Engineering

Mr. Taylor is Chief Executive Officer of Wasatch Global Investors and serves on the Board of Directors. He is also a Portfolio Manager, the head of U.S. small cap investing 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.

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Jim Larkins

Wasatch Tenure: 24 years

Lead Portfolio Manager, Small Cap Value

Industry Experience: 24 years

Education

Brigham Young University, M.B.A.
Brigham Young University, B.A. in Economics

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.

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John Malooly, CFA

Wasatch Tenure: 21 years

Lead Portfolio Manager, Small Cap Ultra Growth

Industry Experience: 23 years

Investment Specialist, UMB Fund Services (formerly Sunstone Financial Group)

Education

Marquette University, B.S. in Business Administration

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.

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Ken Applegate, CFA, CMT

Wasatch Tenure: 5 years

Lead Portfolio Manager, International Small Cap Growth
Lead Portfolio Manager, International Select
Portfolio Manager, Global Small Cap
Portfolio Manager, Global Select

Industry Experience: 25 years

Senior Portfolio Manager, Pacific View Asset Management
Senior Portfolio Manager, Fisher Funds
Senior Portfolio Manager, Berkeley Capital Management
Portfolio Manager, RCM Capital Management

Education

University of Waikato, New Zealand, Bachelor of Management Studies

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.

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Ken Korngiebel, CFA

Wasatch Tenure: 4 years

Lead Portfolio Manager, Micro Cap Growth
Portfolio Manager, Small Cap Growth
Portfolio Manager, Global Select

Industry Experience: 24 years

Founder, Partner, Lead Portfolio Manager, Montibus Capital Management
Senior Managing Director, Lead Portfolio Manager, Columbia Management Company

Education

Wharton School of the University of Pennsylvania, M.B.A.
Stanford University, B.A. Economics

Mr. Korngiebel is a Portfolio Manager on the U.S. micro/small cap and global research teams. 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.

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Kevin Unger, CFA

Wasatch Tenure: 4 years

Associate Portfolio Manager, Emerging Markets Small Cap

Industry Experience: 7 years

Analyst, Wells Capital Management, Berkeley Street Emerging Markets Equity Fund
Analyst, NERA Economic Consulting

Education

Wharton School, University of Pennsylvania, B.S. in Economics

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.

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Linda Lasater, CFA

Wasatch Tenure: 13 years

Lead Portfolio Manager, International Micro Cap
Lead Portfolio Manager, International Select
Portfolio Manager, International Small Cap Growth
Portfolio Manager, Global Select

Industry Experience: 19 years

Analyst, AIM Investments

Education

Tuck School of Business at Dartmouth, M.B.A.
University of Texas, B.B.A. in Management Information Systems

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.

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Matthew Dreith, CFA

Wasatch Tenure: 8 years

Portfolio Manager, Emerging India
Associate Portfolio Manager, Emerging Markets Select

Industry Experience: 14 years

Investment Analyst, Time Value of Money L.P.
Investment Analyst, American Century Investments

Education

McCombs School of Business at the University of Texas, M.B.A.

Mr. Dreith is a Portfolio Manager on the emerging 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 challenging physical-fitness routines and spicy food.

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Mike Valentine

Wasatch Tenure: 3 years

Portfolio Manager, Small Cap Core Growth
Portfolio Manager, Global Select

Industry Experience: 14 years

Portfolio Manager, Point72 Asset Management
Analyst & Portfolio Manager, Fidelity Investments

Education

Amherst College, B.A. Computer Science

Mr. Valentine is a Portfolio Manager on the U.S. small cap and global research teams. 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.

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Paul Lambert

Wasatch Tenure: 19 years

Portfolio Manager, Small Cap Core Growth
Portfolio Manager, Global Small Cap
Portfolio Manager, Global Select

Industry Experience: 20 years

Investment Representative, Fidelity Investments

Education

University of Utah, B.S. in Finance

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.

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Roger Edgley, CFA

Wasatch Tenure: 17 years

Director of International Research, Wasatch Global Investors
Portfolio Manager, International Small Cap Growth
Portfolio Manager, Emerging Markets Small Cap
Portfolio Manager, Emerging Markets Select

Industry Experience: 28 years

Director of International Research and Manager for Acorn Funds
Financial Services Analyst, Societe Generale Asia/Crosby Securities, Hong Kong
Analyst, Strategic Asset Management

Education

University of Sussex, M.A. in Philosophy
London School of Economics, M.S. in Social Psychology/Statistics
University of Hertfordshire, B.S. in Psychology

Mr. Edgley is Director of International Research and a Portfolio Manager on the international developed markets and emerging markets teams. He joined Wasatch Global Investors in 2002 and serves on the Board of Directors. A native of the United Kingdom, he also holds U.S. citizenship.

Prior to joining Wasatch, Mr. Edgley was a principal, director of international research and portfolio manager for Chicago-based Liberty Wanger Asset Management, which managed the Acorn Funds. He was also a co-manager for the Acorn Foreign Forty Fund. Earlier, he worked in Hong Kong as a financial-services analyst for Societe Generale Asia/Crosby Securities and as an analyst for Strategic Asset Management.

Mr. Edgley has a Master of Arts in Philosophy from the University of Sussex and a Master of Science in Social Psychology with Statistics from the London School of Economics, where he was awarded a Social Science Research Scholarship. He earned a Bachelor of Science with honors in Psychology from the University of Hertfordshire. He is also a CFA charterholder.

Roger enjoys sailing and spending time in Michigan and the U.K.

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Ryan Snow

Wasatch Tenure: 19 years

Portfolio Manager, Small Cap Growth

Industry Experience: 20 years

Investment Representative, Fidelity Investments

Education

University of Utah, B.S. in Finance

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.

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Scott Thomas, CFA

Wasatch Tenure: 7 years

Lead Portfolio Manager, Frontier Emerging Small Countries
Associate Portfolio Manager, Emerging Markets Small Cap
Associate Portfolio Manager, Emerging Markets Select

Industry Experience: 14 years

Vice President, Morgan Stanley & Co.
Senior Associate, KPMG LLP

Education

Brigham Young University, B.S. in Accounting

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.

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Thor Kallerud

Wasatch Tenure: 6 years

Director of U.S. Equity Research, Wasatch Global Investors

Industry Experience: 24 years

Managing Director, Stifel Financial Corp.
Founding Partner, Thomas Weisel Partners

Education

University of California, Berkeley, Master’s in Engineering
University of Utah, B.S. in Engineering

Mr. Kallerud is Director of U.S. Equity Research, working closely with the entire Wasatch investment team to manage the overall research process. He joined Wasatch Global Investors in 2013 from Stifel Financial Corp., where he was a managing director in institutional sales.

Prior to Stifel Financial, Mr. Kallerud was a founding partner of Thomas Weisel Partners, which Stifel acquired in 2010. He began his financial career in 1995 at Montgomery Securities.

Mr. Kallerud earned an undergraduate degree in Engineering from the University of Utah. He also holds a Master’s degree in Engineering from the University of California, Berkeley.

Thor came to the U.S. in 1981 to study and ski race at the University of Utah. From 1989 to 1995, he was a men’s coach for the U.S. Ski Team, including the men’s alpine head technical coach from 1990 to 1995 and a two-time Olympic men’s coach. He was born and raised in Kongsberg, Norway.

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