Wasatch Global Opportunities Fund® (WAGOX)  Invest in this Fund 

Investor Class | Institutional Class
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Managed by a team of Wasatch portfolio managers led by
JB Taylor, Ajay Krishnan, CFA, Ken Applegate, CFA, CMT and Paul Lambert

JB Taylor
JB Taylor
Fund Tenure: 7 years
Wasatch Tenure:23 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:23 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.


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Ajay Krishnan
Ajay Krishnan, CFA
Fund Tenure: 7 years
Wasatch Tenure:24 years
• Lead Portfolio Manager, Wasatch Emerging Markets Select Fund
• Lead Portfolio Manager, Wasatch Emerging India Fund
• Lead Portfolio Manager, Wasatch Global Opportunities Fund
• Lead Portfolio Manager, Wasatch Emerging Markets Small Cap Fund
• Former Portfolio Manager, Wasatch Ultra Growth Fund
Industry Experience:24 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, Wasatch Emerging India, and Wasatch Emerging Markets Small Cap 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.

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Ken
Ken Applegate, CFA, CMT
Fund Tenure: 2 months
Wasatch Tenure:4 years
• Lead Portfolio Manager, International Growth Fund
• Portfolio Manager, Global Opportunities 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 joined Wasatch Advisors in 2014 and is the Lead Portfolio Manager for the Wasatch International Growth Fund. He is also a Portfolio Manager for the Wasatch Global Opportunities Fund. His more than 20 years of 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 enjoys traveling, sports, outdoor activities, and spending time with his wife and two children.

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Paul Lambert
Paul Lambert
Fund Tenure: 2 months
Wasatch Tenure:19 years
• Portfolio Manager, Wasatch Core Growth Fund
• Portfolio Manager, Wasatch Global Opportunities 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:20 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 is also a Portfolio Manager for Wasatch Global Opportunities Fund. 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.

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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