Wasatch Global Investors has announced portfolio manager promotions for several mutual funds and related institutional strategies. No lead portfolio managers have changed, and there are no changes to the investment process for these strategies.
JB Taylor, CEO, Portfolio Manager, commented, “We’re pleased to employ such talented investment professionals who have already provided strong contributions here at Wasatch. These promotions recognize the success, dedication, and growing roles of several members of our team and our commitment to thoughtful, long-term succession planning. We will continue to work together and share ideas in pursuit of the best risk-adjusted performance for our clients.”
Full details of the changes are included in the table below:
| Portfolio Manager Promotions | ||
| Wasatch Fund | Promotion | Portfolio Management |
| Emerging Markets Select | Neal Dihora, Portfolio Manager | Ajay Krishnan, Lead Portfolio Manager Neal Dihora, Portfolio Manager Scott Thomas, Associate Portfolio Manager Matt Dreith, Associate Portfolio Manager |
| Emerging Markets Small Cap | Scott Thomas, Portfolio Manager Anh Hoang, Associate Portfolio Manager
| Ajay Krishnan, Lead Portfolio Manager Dan Chace, Portfolio Manager Scott Thomas, Portfolio Manager Kevin Unger, Associate Portfolio Manager Anh Hoang, Associate Portfolio Manager |
| Small Cap Value | Austin Bone, Portfolio Manager | Jim Larkins, Lead Portfolio Manager Austin Bone, Portfolio Manager |
| Micro Cap Value | Thomas Bradley, Associate Portfolio Manager | Brian Bythrow, Lead Portfolio Manager Thomas Bradley, Associate Portfolio Manager |
| Micro Cap | Natalie Pesqué, Associate Portfolio Manager | Ken Korngiebel, Lead Portfolio Manager Natalie Pesqué, Associate Portfolio Manager |
Risks
Mutual fund investing involves risks and loss of principal is possible. Investing in small or micro cap funds will be more volatile and loss of principal could be greater than investing in large cap or more diversified funds. Investing in foreign securities, especially in emerging markets, entails special risks such as currency fluctuations and political uncertainties, which are described in more detail in the prospectus. Non-diversification increases the risk of loss to the Fund if the value of these securities decline. The investment objective of the Funds is long-term growth of capital.
An investor should consider investment objectives, risks, charges and expenses carefully before investing. To obtain a prospectus, containing this and other information, visit wasatchglobal.com or call (800) 551-1700. Please read it carefully before investing.
Wasatch Funds are distributed by ALPS Distributors, Inc. (ADI). ADI is not affiliated with Wasatch Global Investors.