Wasatch World Innovators Fund® (WAGTX)  Invest in this Fund 

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Managed by a team of Wasatch portfolio managers led by
Sam Stewart, CFA and Josh Stewart

 

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Sam Stewart
Sam Stewart, CFA
Fund Tenure: 5 years
Wasatch Tenure:38 years
• Founder and Chairman, Wasatch Advisors
• President, Wasatch Funds
• Lead Portfolio Manager, Wasatch World Innovators Fund
• Lead Portfolio Manager, Wasatch Strategic Income Fund
• Former Portfolio Manager, Wasatch Core Growth Fund
Industry Experience:38 years
• Chief financial analyst, U.S. Securities and Exchange Commission, Division of Investment Management Regulation
• Professor of finance, Columbia University Graduate School of Business
• Professor of finance, University of Utah
Education:Stanford University, M.B.A. and Ph.D.

Northwestern University, B.S. in Business Administration

Dr. Stewart founded Wasatch Advisors in 1975.  He serves as Chairman of the Board of Wasatch Advisors.  He has been the Lead Portfolio Manager for the Wasatch Strategic Income Fund since its inception in 2006, and for the Wasatch World Innovators Fund since 2008.

Prior to founding Wasatch Advisors, Dr. Stewart was chief financial analyst with the U.S. Securities and Exchange Commission in the Division of Investment Management Regulation.  He was also a professor of Finance at Columbia University’s Graduate School of Business and at the University of Utah.

Dr. Stewart received a Master of Business Administration in 1969 and a Doctorate in Finance in 1970 from Stanford University, where he held the Alfred P. Sloan, Jr. Fellowship.  Earlier, he attended Northwestern University as an Austin Scholar and graduated with a Bachelor of Science in Business Administration in 1966.  He is also a CFA charterholder.

Dr. Stewart is a member and past president of the Salt Lake City Society of Financial Analysts.  He has served as a corporate forecasting project director for the Financial Analysts Federation and has written scores of papers for professional and academic journals.

Sam is a Utah native who loves to travel the globe or to get dirty working on his family ranch in central Utah.  He stays fit by running and playing basketball, and he is an avid Utah Jazz basketball fan.

Learn more about the experience of the Wasatch Research Team

Josh Stewart
Josh Stewart
Fund Tenure: 2 years
Wasatch Tenure:8 years
• Portfolio Manager, Wasatch World Innovators Fund
• Former Senior Analyst, International Research Team
• Former Research Associate
Industry Experience:12 years
• Equities Analyst, Sidoti & Company
Education:University of Utah, B.A. in French Literature and Minor in Mathematics

Mr. Stewart has been a Portfolio Manager for the Wasatch World Innovators Fund since 2012.  He joined Wasatch Advisors in 2006 as a Senior Equities Analyst on the international research team.

Starting in 2003, Mr. Stewart was a sell-side equity research analyst focused on health-care services with Sidoti & Company in New York.  From 2002 to 2003, he was an English language professor at Xiamen University and Dadi Schools in Xiamen, China.

Mr. Stewart graduated cum laude from the University of Utah with a Bachelor of Arts in French Literature and a Minor in Mathematics.  He also studied French at L’Institut de Touraine in Tours, France, and Spanish at El Centro Bilingue in Cuernavaca, Mexico.

Josh has extensive experience living and traveling abroad.  He speaks fluent French, passable Spanish and very basic Mandarin Chinese.

Learn more about the experience of the Wasatch Research Team

Investing in foreign securities, especially in 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.

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