News / January 31, 2020

Wasatch Has Announced Portfolio Manager Changes for Several Funds and Strategies

Wasatch Global Investors has announced portfolio manager changes for several mutual funds and related institutional strategies. As part of a long-term succession plan, Roger Edgley has stepped away from his role as a Portfolio Manager, while he remains active on the Wasatch Board of Directors and as the firm’s Director of International Research.

Also announced today is the promotion of Jagjit Sahota to Portfolio Manager and Austin Bone and Derrick Tzau to Associate Portfolio Manager. These new titles recognize the contributions, dedication and growing roles of Jagjit, Austin and Derrick. Additionally, two members of the firm’s international research team, Andrey Kutuzov and Jared Whatcott, have left the firm to pursue other opportunities.  Full details of the changes are included in the table below.

Portfolio Manager Changes
Wasatch Fund Previous Portfolio Management Current Portfolio Management
Emerging Markets Select Fund Ajay Krishnan, Lead Portfolio Manager

Roger Edgley, Portfolio Manager

Scott Thomas, Associate Portfolio Manager

Matt Dreith, Associate Portfolio Manager

Ajay Krishnan, Lead Portfolio Manager

Scott Thomas, Associate Portfolio Manager

Matt Dreith, Associate Portfolio Manager

Emerging Markets Small Cap Fund Ajay Krishnan, Lead Portfolio Manager

Dan Chace, Portfolio Manager

Roger Edgley, Portfolio Manager

Andrey Kutuzov, Associate Portfolio Manager

Scott Thomas, Associate Portfolio Manager

Kevin Unger, Associate Portfolio Manager

Ajay Krishnan, Lead Portfolio Manager

Dan Chace, Portfolio Manager

Scott Thomas, Associate Portfolio Manager

Kevin Unger, Associate Portfolio Manager

Frontier Emerging Small Countries Fund Scott Thomas, Lead Portfolio Manager

Jared Whatcott, Portfolio Manager

Scott Thomas, Lead Portfolio Manager
International Growth Fund Ken Applegate, Lead Portfolio Manager

Roger Edgley, Portfolio Manager

Linda Lasater, Portfolio Manager

Ken Applegate, Lead Portfolio Manager

Linda Lasater, Portfolio Manager

Derrick Tzau, Associate Portfolio Manager

International Opportunities Fund Linda Lasater, Lead Portfolio Manager

Jared Whatcott, Portfolio Manager

Allison He, Associate Portfolio Manager

Linda Lasater, Lead Portfolio Manager

Dan Chace, Portfolio Manager

Allison He, Associate Portfolio Manager

International Select Fund Ken Applegate, Lead Portfolio Manager

Linda Lasater, Lead Portfolio Manager

Ken Applegate, Lead Portfolio Manager

Linda Lasater, Lead Portfolio Manager

Derrick Tzau, Associate Portfolio Manager

Small Cap Value Fund Jim Larkins, Lead Portfolio Manager Jim Larkins, Lead Portfolio Manager

Austin Bone, 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. Being non-diversified, the International Select Fund can invest a larger portion of its assets in the stocks of a limited number of companies than a diversified fund. 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.  The International Select Fund is new and has a limited operating history.

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.