Wasatch International Opportunities Fund® (WAIOX)  Invest in this Fund 

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Managed by a team of Wasatch portfolio managers led by
Roger Edgley, CFA, Laura Geritz, CFA and Jared Whatcott, CFA

Emerging Markets
Roger Edgley
Roger Edgley, CFA
Fund Tenure: 9 years
Wasatch Tenure:11 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 International Opportunities Fund
• Portfolio Manager, Wasatch Emerging Markets Select Fund
Industry Experience:22 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, International Opportunities, and Emerging Markets Small Cap Funds.  He is also a Portfolio Manager for the Wasatch Emerging Markets Select Fund.  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.

Learn more about the experience of the Wasatch Research Team

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

Jared Whatcott
Jared Whatcott, CFA
Fund Tenure: 2 months
Wasatch Tenure:8 years
• Associate Portfolio Manager, Wasatch International Opportunities Fund
• Senior Analyst, Wasatch International Research Team
Industry Experience:8 years
Education:Darden School at the University of Virginia, M.B.A.

United States Air Force Academy, B.S. in Management, Minor in Mandarin Chinese.

Mr. Whatcott has been an Associate Portfolio Manager for the Wasatch International Opportunities Fund since 2014.  He joined Wasatch Advisors in 2005 as a Senior Equities Analyst on the international research team.

Prior to joining Wasatch Advisors, Mr. Whatcott was a Captain in the United States Air Force, where he served as a contracting officer.

Mr. Whatcott earned a Master of Business Administration from the Darden School at the University of Virginia, and a Bachelor of Science in Management with a Minor in Mandarin Chinese from the United States Air Force Academy.  He is also a CFA charterholder.

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 unstable currencies, highly volatile securities markets and political and social instability, which are described in more detail in the prospectus.