About
Wasatch

Wasatch way
mountains

Our People

The confidence investors find in Wasatch Advisors comes not just from what we do, but from who we are. Wasatch Advisors is 100% employee owned—we deeply believe in our practices and back them up with our own time and investments. To protect the interests of both our investors and our organization, our equity is broadly distributed across the firm. In addition, our ownership is structured to perpetuate the organization beyond our first generation of management.

Wasatch Funds Portfolio Managers

The portfolio managers at Wasatch Funds play a critical role in our investment philosophy and process. In addition to the individual strengths brought to each fund, our portfolio managers average 16 or more years experience in the industry.

Ajay Krishnan
Ajay Krishnan, CFA
Wasatch Tenure:23 years
• Lead Portfolio Manager, Wasatch Emerging Markets Select Fund
• Lead Portfolio Manager, Wasatch Global Opportunities Fund
• Lead Portfolio Manager, Wasatch Emerging India Fund
• Former Portfolio Manager, Wasatch Ultra Growth Fund
• Former Portfolio Manager, Wasatch World Innovators Fund
Industry Experience:23 years
Education:Utah State University, M.B.A.

Bombay University, B.S. in Physics and Minor in Mathematics

Mr. Krishnan is the Lead Portfolio Manager for the Wasatch Emerging Markets Select and Emerging India Funds.  He is also a Lead Portfolio Manager for the Wasatch Global Opportunities Fund.  He was a Portfolio Manager for the Ultra Growth Fund from 2000 to 2013.  In addition, he was a Portfolio Manager for the World Innovators Fund from 2000 to 2007.  He joined Wasatch Advisors as a Research Analyst in 1994.  He was a Research Analyst on the Ultra Growth Fund prior to becoming a Portfolio Manager.

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. He is also 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, reading, playing squash and road biking.

Allison
Allison He, CFA
Wasatch Tenure:5 years
• Associate Portfolio Manager, Wasatch International Opportunities Fund
• Former Senior Research Analyst, Wasatch International Research Team
Industry Experience:13 years
• Vice President, Associate Portfolio Manager, Western Investment LLC
Education:Wharton School of the University of Pennsylvania, M.B.A.

University of Utah, Master of Engineering in Computer Science

Ms. He has been an associate portfolio manager for the International Opportunities Fund since 2018. She joined Wasatch Advisors in 2013 as a senior research analyst on the international research team. She has over 12 years of experience in the investment management industry and also a background in data engineering and analytics. Prior to joining Wasatch, she was a vice president and associate portfolio manager at Western Investment LLC, a multi-strategy hedge fund.

Ms. He earned a Master of Business Administration from the Wharton School of the University of Pennsylvania where she was awarded the Palmer Scholar honor. She also holds a Master of Engineering in Computer Science from the University of Utah and is a CFA charterholder.

Allison is fluent in mandarin Chinese.

Andrey Kutuzov, CFA
Wasatch Tenure:9 years
• Associate Portfolio Manager, Wasatch Emerging Markets Small Cap Fund
• Former Senior Research Analyst, Wasatch International Research Team
Industry Experience:12 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 has been an Associate Portfolio Manager for the Wasatch Emerging Markets Small Cap Fund since 2014.  He joined Wasatch Advisors in 2008 as a Senior Equities Analyst on the international research team.  He also interned at Wasatch in 2007, while studying at the University of Wisconsin-Madison.

Prior to joining Wasatch Advisors, 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 a Bachelor’s and a Master’s of Accounting Degree at the University of Wisconsin-Madison.  While pursuing his Master’s Degree, he taught an undergraduate course in Managerial Accounting.  He is a Certified Public Accountant. Andrey is a native Russian speaker and a CFA charterholder.

Brian Bythrow
Brian Bythrow, CFA
Wasatch Tenure:15 years
• Lead Portfolio Manager, Wasatch Micro Cap Value Fund
Industry Experience:24 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 Lead Portfolio Manager for the Wasatch Micro Cap Value Fund.  He joined Wasatch Advisors in 2003 and became a Portfolio Manager for the Micro Cap Value Fund at its inception later that year.

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 spending time with his family outdoors, 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.

Dan Chace
Dan Chace, CFA
Wasatch Tenure:16 years
• Portfolio Manager, Wasatch Micro Cap Fund
• Former Lead Portfolio Manager, Wasatch Micro Cap Fund
• Former Senior Analyst, Wasatch Ultra Growth Fund
• Former Senior Analyst, Wasatch International Growth Fund
Industry Experience:20 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 for the Wasatch Micro Cap Fund.  He joined Wasatch Advisors in 2002 as a Senior Research Analyst on the Ultra Growth and International Growth Funds.

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.

Dave Powers
David Powers, CFA, CAIA, CPA
Wasatch Tenure:4 years
• Lead Portfolio Manager, Wasatch Global Value Fund
• Lead Portfolio Manager, Wasatch Long/Short Fund
Industry Experience:23 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 joined Wasatch Advisors in 2013. He is the Lead Portfolio Manager for the Wasatch Global Value Funds and Wasatch Long/Short Fund.

Mr. Powers has many years of investment-research and portfolio-management experience, mainly with large-cap value stocks.  Prior to joining Wasatch Advisors, 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 and CAIA charterholder, and has his Certified Public Accountant designation.

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

Jared Whatcott, CFA
Wasatch Tenure:12 years
• Portfolio Manager, Wasatch International Opportunities Fund
• Portfolio Manager, Wasatch Frontier Emerging Small Countries Fund
• Former Senior Analyst, Wasatch International Research Team
Industry Experience:12 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 has been a Portfolio Manager for the Wasatch International Opportunities Fund since 2014, and a Portfolio Manager for the Frontier Emerging Small Countries Fund since 2016.  He joined Wasatch Advisors in 2005 as a Senior Equities Analyst on the international research team.

Prior to joining Wasatch Advisors, 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 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.

JB Taylor
JB Taylor
Wasatch Tenure:22 years
• Chief Executive Officer, Wasatch Advisors
• Lead Portfolio Manager, Wasatch Small Cap Growth Fund
• Lead Portfolio Manager, Wasatch Core Growth Fund
• Lead Portfolio Manager, Wasatch Global Opportunities Fund
• Former Senior Research Analyst, Wasatch Core Growth Fund
• Former Research Analyst, Wasatch Micro Cap Fund
Industry Experience:22 years
Education:Stanford University, B.S. in Industrial Engineering

Mr. Taylor is the Chief Executive Officer of Wasatch Advisors.  Mr. Taylor has been the Lead Portfolio Manager for the Wasatch Core Growth Fund since 2000 and for the Wasatch Small Cap Growth Fund since 2016. In addition, he is a Lead Portfolio Manager for the Wasatch Global Opportunities Fund.  He is also a member of the Wasatch Advisors Board of Directors.  He joined Wasatch Advisors as a Research Analyst in 1996, working on the Micro Cap Fund.  He began working on the Core Growth Fund as a Senior Research Analyst in 1999.

Mr. Taylor graduated from Stanford University, earning a Bachelor of Science in Industrial Engineering.


Jim Larkins
Jim Larkins
Wasatch Tenure:22 years
• Lead Portfolio Manager, Wasatch Small Cap Value Fund
• Former Research Analyst, Wasatch Small Cap Value Fund
• Former Research Analyst, Wasatch Micro Cap Fund
• Former Research Analyst, Wasatch Small Cap Growth Fund
Industry Experience:22 years
Education:Brigham Young University, M.B.A.

Brigham Young University, B.A. in Economics

Mr. Larkins has been the Lead Portfolio Manager for the Wasatch Small Cap Value Fund since 1999.  He joined Wasatch Advisors as a Research Analyst in 1995, working on the Micro Cap and Small Cap Growth Funds.  He became a Research Analyst on the Small Cap Value Fund at its inception in 1997, and was named as a Portfolio Manager in 1999.

Prior to joining Wasatch Advisors, 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 water skiing, snow skiing, gardening and traveling.

John Malooly
John Malooly, CFA
Wasatch Tenure:20 years
• Lead Portfolio Manager, Wasatch Ultra Growth Fund
• Former Senior Analyst, Wasatch Micro Cap Value Fund
• Former Senior Analyst, Wasatch Micro Cap Fund
• Former Research Analyst, Wasatch Small Cap Growth Fund
Industry Experience:22 years
• Investment Specialist, UMB Fund Services (formerly Sunstone Financial Group)
Education:Marquette University, B.S. in Business Administration

Mr. Malooly has been a Portfolio Manager for the Wasatch Ultra Growth Fund since 2012.  He was previously a Portfolio Manager for the Wasatch Micro Cap Value Fund.  He joined Wasatch Advisors in 1997 as a Research Analyst on the Small Cap Growth Fund.  From 1999 to 2003, he worked as a Senior Research Analyst on the Micro Cap Fund.

Prior to joining Wasatch Advisors, 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 who enjoys the outdoors and spending time with his family.

Josh Stewart
Josh Stewart
Wasatch Tenure:12 years
• Lead Portfolio Manager, Wasatch World Innovators Fund
• Former Senior Analyst, International Research Team
• Former Research Associate
Industry Experience:16 years
• Equities Analyst, Sidoti & Company
Education:University of Utah, B.A. in French Literature and Minor in Mathematics

Mr. Stewart has been a Portfolio Manager for the Wasatch World Innovators Fund since 2012.  He joined Wasatch Advisors in 2006 as a Senior Equities Analyst on the international research team.

Starting in 2003, Mr. Stewart was a sell-side equity research analyst focused on health-care services with Sidoti & Company in New York.  From 2002 to 2003, he was an English language professor at Xiamen University and Dadi Schools in Xiamen, China.

Mr. Stewart graduated cum laude from the University of Utah with a Bachelor of Arts in French Literature and a Minor in Mathematics.  He also studied French at L’Institut de Touraine in Tours, France, and Spanish at El Centro Bilingue in Cuernavaca, Mexico.

Josh has extensive experience living and traveling abroad.  He speaks fluent French, passable Spanish and very basic Mandarin Chinese.

Ken
Ken Applegate, CFA, CMT
Wasatch Tenure:4 years
• Portfolio Manager, International Growth Fund
Industry Experience:24 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 has been a Portfolio Manager for the International Growth Fund since 2016. He joined Wasatch Advisors in 2014 as a portfolio manager for the international team. His investment experience has focused exclusively on small cap growth investing.

Mr. Applegate’s 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
Ken Korngiebel, CFA
Wasatch Tenure:2 years
• Lead Portfolio Manager, Wasatch Micro Cap Fund
• Portfolio Manager, Wasatch Small Cap Growth Fund
Industry Experience:22 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 joined Wasatch Advisors in 2015. His investment career has spanned more than 20 years, during which he has covered small-, mid- and large-cap growth stocks across all sectors.

Prior to joining Wasatch Advisors, Mr. Korngiebel was a founder, partner and lead portfolio manager at Montibus Capital Management, which was a business backed by Stifel Financial Corp. At Montibus, he led a team of five investment professionals from 2006 to 2015, managing 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.

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.

Kevin
Kevin Unger, CFA
Wasatch Tenure:2 years
• Associate Portfolio Manager, Wasatch Emerging Markets Small Cap Fund
• Former Senior Research Analyst, Wasatch International Research Team
Industry Experience:5 years
• Analyst, Wells Capital Management
• Analyst, NERA Economic Consulting
Education:Wharton School of the University of Pennsylvania, B.S. in Economics

Mr. Unger has been an associate portfolio manager for the Emerging Markets Small Cap Fund since 2018. He joined Wasatch Advisors in 2015 as a research analyst focused on emerging markets.

Prior to joining Wasatch Advisors, 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 his Bachelor of Science in Economics from the Wharton School at 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.

Linda Lasater
Linda Lasater, CFA
Wasatch Tenure:11 years
• Portfolio Manager, Wasatch International Opportunities Fund
• Associate Portfolio Manager, Wasatch International Growth Fund
• Former Senior Analyst, Wasatch International Research Team
Industry Experience:17 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 has been an Associate Portfolio Manager for the Wasatch International Growth Fund since 2014.  She has been a Portfolio Manager for the Wasatch International Opportunities Fund since 2016.  She joined Wasatch Advisors in 2006 as a Senior Equities Analyst on the international research team.  She also completed a successful research internship with Wasatch during the summer of 2005.

Prior to joining Wasatch Advisors, 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.

Matt Dreith
Matthew Dreith, CFA
Wasatch Tenure:6 years
• Associate Portfolio Manager, Wasatch Emerging Markets Select Fund
• Associate Portfolio Manager, Wasatch Emerging India Fund
• Former Senior Analyst, Wasatch International Research Team
Industry Experience:12 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 has been an Associate Portfolio Manager for the Wasatch Emerging Markets Select Fund since 2018, and the Emerging India Fund since 2016.  Mr. Dreith joined Wasatch as a Research Analyst in 2011. Prior to joining Wasatch, Matthew worked as an Investment Analyst at the Time Value of Money L.P in Austin, Texas as well as American Century Investments in Kansas City, Missouri. Matthew 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.

Mike
Mike Valentine
Wasatch Tenure:1 year
• Portfolio Manager, Wasatch Core Growth Fund
Industry Experience:11 years
• Portfolio Manager, Point72 Asset Management
• Analyst & Portfolio Manager, Fidelity Investments
Education:Amherst College, B.A. Computer Science

Mr. Valentine joined Wasatch Advisors in 2016. Since entering the asset-management business in 2005, he has covered various sectors including health care, technology and basic materials across all market caps and geographies.

Prior to joining Wasatch Advisors, 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. Prior to 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, MA.

Mike and his wife Crystal both grew up in New England and remain fans of their beloved Patriots.

Paul Lambert
Paul Lambert
Wasatch Tenure:18 years
• Portfolio Manager, Wasatch Core Growth Fund
• Former Portfolio Manager, Wasatch Ultra Growth Fund
• Former Senior Analyst on Wasatch Core Growth Fund
• Former Analyst on the Wasatch Small Cap Value Fund
Industry Experience:19 years
• Investment Representative, Fidelity Investments
Education:University of Utah, B.S. in Finance

Mr. Lambert has been a Portfolio Manager for the Wasatch Core Growth Fund since 2005. He joined Wasatch Advisors as a Research Analyst in 2000, working on the Small Cap Value Fund.  He began working on the Core Growth Fund as a Senior Research Analyst in 2003.

Prior to joining Wasatch Advisors, 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, camping and spending time with his family.

Roger Edgley
Roger Edgley, CFA
Wasatch Tenure:16 years
• Director of International Research
• Lead Portfolio Manager, Wasatch International Growth Fund
• Lead Portfolio Manager, Wasatch Emerging Markets Small Cap Fund
• Lead Portfolio Manager, Wasatch Frontier Emerging Small Countries Fund
• Portfolio Manager, Wasatch Emerging Markets Select Fund
• Former Lead Portfolio Manager, Wasatch International Opportunities Fund
Industry Experience:27 years
• Director of international research and portfolio manager, 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 the Lead Portfolio Manager for the Wasatch International Growth, Wasatch Emerging Markets Small Cap, and Wasatch Frontier Emerging Small Countries Funds.  He is also a Portfolio Manager for the Wasatch Emerging Markets Select Fund.  In addition, he was the Lead Portfolio Manager for the Wasatch International Opportunities Fund from 2005 to 2015.  He joined Wasatch Advisors in 2002 and is a member of the Board of Directors.  A native of the United Kingdom, he also holds U.S. citizenship and has many years of international investing experience.

Prior to joining Wasatch Advisors, 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.

Ryan Snow
Ryan Snow
Wasatch Tenure:18 years
• Portfolio Manager, Wasatch Small Cap Growth Fund
• Former Portfolio Manager, Wasatch Heritage Growth Fund
• Former Senior Research Analyst, Wasatch Small Cap Growth Fund
Industry Experience:19 years
• Investment Representative, Fidelity Investments
Education:University of Utah, B.S. in Finance

Mr. Snow has been a Portfolio Manager for Wasatch Small Cap Growth Fund since 2017 and a Portfolio Manager at Wasatch since 2004.  He has spent most of his career at Wasatch Advisors, joining the firm in 2000 as a Research Analyst on Wasatch Small Cap Growth portfolios.

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

Ryan is a Utah native and an avid follower of the University of Utah’s sports teams.  He also enjoys playing sports and spending time with his family.

Sam Stewart
Sam Stewart, CFA
Wasatch Tenure:42 years
• Founder and Chairman, Wasatch Advisors
• President, Wasatch Funds
• Lead Portfolio Manager, Wasatch Strategic Income Fund
• Portfolio Manager, Wasatch World Innovators Fund
• Former Portfolio Manager, Wasatch Core Growth Fund
Industry Experience:42 years
• Chief financial analyst, U.S. Securities and Exchange Commission, Division of Investment Management Regulation
• Professor of finance, Columbia University Graduate School of Business
• Professor of finance, University of Utah
Education:Stanford University, M.B.A. and Ph.D.

Northwestern University, B.S. in Business Administration

Dr. Stewart founded Wasatch Advisors in 1975.  He serves as Chairman of the Board of Wasatch Advisors.  He has been the Lead Portfolio Manager for the Wasatch Strategic Income Fund since its inception in 2006. He is also a Portfolio Manager for the Wasatch World Innovators Fund.

Prior to founding Wasatch Advisors, Dr. Stewart was chief financial analyst with the U.S. Securities and Exchange Commission in the Division of Investment Management Regulation.  He was also a professor of Finance at Columbia University’s Graduate School of Business and at the University of Utah.

Dr. Stewart received a Master of Business Administration in 1969 and a Doctorate in Finance in 1970 from Stanford University, where he held the Alfred P. Sloan, Jr. Fellowship.  Earlier, he attended Northwestern University as an Austin Scholar and graduated with a Bachelor of Science in Business Administration in 1966.  He is also a CFA charterholder.

Dr. Stewart is a member and past president of the Salt Lake City Society of Financial Analysts.  He has served as a corporate forecasting project director for the Financial Analysts Federation and has written scores of papers for professional and academic journals.

Sam is a Utah native who loves to travel the globe or to get dirty working on his family ranch in central Utah.  He stays fit by running and playing basketball, and he is an avid Utah Jazz basketball fan.

Scott Thomas
Scott Thomas, CFA
Wasatch Tenure:6 years
• Portfolio Manager, Wasatch Frontier Emerging Small Countries Fund
• Associate Portfolio Manager, Wasatch Emerging Markets Small Cap Fund
• Associate Portfolio Manager, Wasatch Emerging Markets Select Fund
• Former Senior Analyst, Wasatch International Research Team
Industry Experience:13 years
• Vice President, Morgan Stanley & Co.
• Senior Associate, KPMG LLP
Education:Brigham Young University, B.S. in Accounting

Mr. Thomas has been an Associate Portfolio Manager for the Wasatch Emerging Markets Small Cap Fund since 2015 and the Emerging Markets Select Fund since 2016. He has been a Portfolio Manager for the Frontier Emerging Small Countries Fund since 2016. He joined Wasatch Advisors in 2012 as a Senior Equities Analyst on the international research team.

Prior to joining Wasatch Advisors, 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 the CFA and CPA certifications, Mr. Thomas holds a Bachelor of Science in Accounting from Brigham Young University.

Prior to returning to Utah, Scott lived in Madagascar and La Reunion, France.  He speaks fluent French and has conversational knowledge of Malagasy and Reunion Creole.

Thor
Thor Kallerud
Wasatch Tenure:4 years
• Director of U.S. Equity Research
Industry Experience:22 years
• Managing Director, Stifel Financial Corp.
• Founding Partner, Thomas Weisel Partners
• Coach, U.S. Ski Team
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 investment team to manage the overall research process.  He is a native of Norway, and has many years of financial-industry experience.

Mr. Kallerud joined Wasatch Advisors in 2013 from Stifel Financial Corp., where he was a managing director in institutional sales.  Prior to Stifel Financial, he 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.