Wasatch Emerging Markets Small Cap Fund® (WAEMX)  Invest in this Fund 

Investor Class | Institutional Class
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Managed by a team of Wasatch portfolio managers led by
Roger Edgley, CFA, Andrey Kutuzov, CFA, Scott Thomas, CFA and Kevin Unger, CFA

 

Roger Edgley
Roger Edgley, CFA
Fund Tenure: 10 years
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.

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Andrey Kutuzov, CFA
Fund Tenure: 4 years
Wasatch Tenure:10 years
• Associate Portfolio Manager, Wasatch Emerging Markets Small Cap Fund
• Former Senior Research Analyst, Wasatch International Research Team
Industry Experience:13 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.

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Scott Thomas
Scott Thomas, CFA
Fund Tenure: 3 years
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.

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Kevin
Kevin Unger, CFA
Fund Tenure: 3 years
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.

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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