Wasatch Frontier Emerging Small Countries FundTM (WAFMX) 

Managed by a team of Wasatch portfolio managers led by
Laura Geritz, CFA

Laura Geritz is known for her willingness to roll up her sleeves and perform the kind of boots-on-the-ground due diligence that is required in the frontier and emerging small countries this fund focuses on.  Laura has a strong background in international small cap investing and is also a portfolio manager of the Emerging Markets Small Cap Fund and International Opportunities Fund.  See how her global experience adds to the management of this unique fund.

Frontier
Laura Geritz
Laura Geritz, CFA
Fund Tenure: 2 years
Wasatch Tenure:8 years
• Lead Portfolio Manager, Wasatch Frontier Emerging Small Countries Fund
• Portfolio Manager, Wasatch Emerging Markets Small Cap Fund
• Portfolio Manager, Wasatch International Opportunities Fund
• Former Senior Analyst, International Research Team
Industry Experience:15 years
• Senior Analyst, Mellon Corporation
• Research Analyst, American Century Investments
Education:University of Kansas, Masters in East Asian Languages and Cultures

University of Kansas, B.A. in Political Science and History

Ms. Geritz is the Lead Portfolio Manager for the Wasatch Frontier Emerging Small Countries Fund. She has been a Portfolio Manager for the Wasatch Emerging Markets Small Cap Fund since 2009 and a Portfolio Manager for the Wasatch International Opportunities Fund since 2011.  She first joined Wasatch Advisors in 2006 as a Senior Equities Analyst on the international research team.

Before joining Wasatch Advisors, Ms. Geritz worked as a senior analyst for Mellon Corporation, where she made investment recommendations for two of the company’s small-cap growth funds.  Prior to joining Mellon Corporation, she spent four years analyzing securities for various products at American Century Investments, where her stock selections represented approximately one-third of the assets held in each mid-cap growth portfolio.

Ms. Geritz graduated with honors from the University of Kansas with a Bachelor of Arts in Political Science and History.  Later, she earned a Master’s Degree in East Asian Languages and Cultures.  Before completing her Master’s Degree, she spent one year in Japan, where she translated and interpreted documents for the Board of Education and wrote and broadcast a weekly radio program in both English and Japanese.  She is also a CFA charterholder and a member of the Denver Society of Financial Analysts.

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 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.

The Fund is non-diversified, meaning it 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 values of these securities decline.

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