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Wasatch Advisors Announces Additions to the Portfolio-Management Teams for Several Wasatch Funds

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Salt Lake City, Utah, February 1, 2016—Wasatch Advisors has announced additions to the portfolio-management teams for several Wasatch Funds and related institutional portfolios.  These additions are summarized in the right-hand column of the table below.  Wasatch has also announced that Ralph Shive has retired from the firm.

 “We’re pleased to employ such talented investment professionals who have already provided strong contributions and are now ready to assume increased responsibilities for our funds,” said JB Taylor, a longtime Wasatch portfolio manager and the newly appointed CEO of Wasatch Advisors.  “In particular, we’d like to thank Ralph Shive for his years of dedication to our firm and to our shareholders.  Ralph was formerly the Lead Portfolio Manager of our Large Cap Value Fund and was a wonderful mentor to our investment team.”

Wasatch Fund

Portfolio Managers

Team Additions

International Growth

Fund

Roger Edgley, Lead Portfolio Manager

Linda Lasater, Associate Portfolio Manager

Kabir Goyal, Associate Portfolio Manager

Ken Applegate, Portfolio Manager

Long/Short

Fund

Michael Shinnick, Lead Portfolio Manager

Terry Lally, Portfolio Manager

(Ralph Shive, Retired From Wasatch Advisors)

Emerging India

Fund

Ajay Krishnan, Lead Portfolio Manager

Matthew Dreith, Associate Portfolio Manager

Emerging Markets

Select Fund

Ajay Krishnan, Lead Portfolio Manager

Roger Edgley, Portfolio Manager

Scott Thomas, Associate Portfolio Manager

Frontier Emerging

Small Countries Fund

Laura Geritz, Lead Portfolio Manager

Jared Whatcott, Associate Portfolio Manager

Hoisington U.S.

Treasury Fund

Van Hoisington, Lead Portfolio Manager

V.R. Hoisington, Jr., Portfolio Manager

David Hoisington, Portfolio Manager

1st Source Income

Fund

Paul Gifford, Lead Portfolio Manager

 

Erik Clapsaddle, Associate Portfolio Manager

Small Cap Growth

Fund*

JB Taylor, Lead Portfolio Manager

Jeff Cardon, Portfolio Manager

No Additions

World Innovators

Fund*

Josh Stewart, Lead Portfolio Manager

Samuel S. Stewart, Jr., Portfolio Manager

No Additions

*For the Small Cap Growth Fund and the World Innovators Fund, there have been no team additions. But there has been a change in “Lead” Portfolio Manager for each of these funds, as indicated above.

 

About Wasatch Advisors®

Wasatch Advisors is the investment manager to Wasatch Funds, as well as to separately managed institutional and individual portfolios.  Wasatch Advisors pursues a disciplined approach to investing, focused on bottom-up, fundamental analysis to develop a deep understanding of the investment potential of individual companies.  In making investment decisions, the portfolio managers employ a uniquely collaborative process to leverage the knowledge and skill of the entire Wasatch Advisors research team.  Wasatch Advisors is an employee-owned investment advisor founded in 1975 and headquartered in Salt Lake City, Utah.  The firm had $17.1 billion in assets under management as of December 31, 2015.  Wasatch Advisors, Inc. is registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940.

 

Contact Information:

Jody Lowe:  414.322.9311 / jody@lowecom.com

Steve Rung:  801.415.5523 / srung@wasatchadvisors.com

 

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RISKS AND DISCLOSURES:

Mutual fund investing involves risks and loss of principal is possible.  Investing in small 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 frontier and emerging markets, entails special risks, such as unstable currencies, highly volatile securities markets and political and social instability, which are described in more detail in the prospectus.

An investor should consider investment objectives, risks, charges and expenses carefully before investing.  To obtain a prospectus, containing this and other information, visit www.WasatchFunds.com or call 800.551.1700.  Please read the prospectus carefully before investing.

Separately managed accounts and related investment advisory services are provided by Wasatch Advisors, Inc., a federally regulated investment advisor.

© 2016 Wasatch Funds.  All rights reserved.  Wasatch Funds are distributed by ALPS Distributors, Inc. (ADI).  Steve Rung is a registered representative of ADI.  ADI is not affiliated with Wasatch Advisors, Inc.

 

WAS003992        1/30/2017