Wasatch Small Cap Growth Fund® (WAAEX)  Invest in this Fund 

Investor Class | Institutional Class
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Managed by a team of Wasatch portfolio managers led by
JB Taylor, Ken Korngiebel, CFA and Ryan Snow

JB Taylor
JB Taylor
Fund Tenure: 5 years
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.


Learn more about the experience of the Wasatch Research Team

Ken
Ken Korngiebel, CFA
Fund Tenure: 9 months
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.

Learn more about the experience of the Wasatch Research Team

Ryan Snow
Ryan Snow
Fund Tenure: 9 months
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.

Learn more about the experience of the Wasatch Research Team

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.

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