News / February 1, 2022

Wasatch Announces Portfolio Manager Promotions for Several Funds and Strategies

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 FundPromotionPortfolio Management
Emerging Markets SelectNeal Dihora, Portfolio ManagerAjay Krishnan, Lead Portfolio Manager

Neal Dihora, Portfolio Manager

Scott Thomas, Associate Portfolio Manager

Matt Dreith, Associate Portfolio Manager

Emerging Markets Small CapScott 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 ValueAustin Bone, Portfolio ManagerJim Larkins, Lead Portfolio Manager

Austin Bone, Portfolio Manager

Micro Cap ValueThomas Bradley, Associate Portfolio ManagerBrian Bythrow, Lead Portfolio Manager

Thomas Bradley, Associate Portfolio Manager

Micro CapNatalie Pesqué, Associate Portfolio ManagerKen 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.