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

Investor Class | Institutional Class
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Managed by a team of Wasatch portfolio managers led by
Jared Whatcott, CFA, Linda Lasater, CFA and Allison He, CFA

Jared Whatcott, CFA
Fund Tenure: 4 years
Wasatch Tenure:12 years
• Portfolio Manager, Wasatch International Opportunities Fund
• Portfolio Manager, Wasatch Frontier Emerging Small Countries Fund
• Former Senior Analyst, Wasatch International Research Team
Industry Experience:12 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 a Portfolio Manager for the Wasatch International Opportunities Fund since 2014, and a Portfolio Manager for the Frontier Emerging Small Countries Fund since 2016.  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

Linda Lasater
Linda Lasater, CFA
Fund Tenure: 1 year
Wasatch Tenure:11 years
• Portfolio Manager, Wasatch International Opportunities Fund
• Associate Portfolio Manager, Wasatch International Growth Fund
• Former Senior Analyst, Wasatch International Research Team
Industry Experience:17 years
• Analyst, AIM Investments
Education:Tuck School of Business at Dartmouth, M.B.A.

University of Texas, B.B.A. in Management Information Systems

Ms. Lasater has been an Associate Portfolio Manager for the Wasatch International Growth Fund since 2014.  She has been a Portfolio Manager for the Wasatch International Opportunities Fund since 2016.  She joined Wasatch Advisors in 2006 as a Senior Equities Analyst on the international research team.  She also completed a successful research internship with Wasatch during the summer of 2005.

Prior to joining Wasatch Advisors, Ms. Lasater worked as a project lead and systems analyst in the portfolio analytics group at AIM Investments, where she developed tools that enabled portfolio managers and analysts to make informed investment decisions.

Ms. Lasater earned a Master of Business Administration from the Tuck School of Business at Dartmouth.  Earlier, she received a Bachelor of Business Administration in Management Information Systems from the University of Texas, where she was a chairperson and membership director of the Asian Business Students’ Association.  She is also a CFA charterholder.

Learn more about the experience of the Wasatch Research Team

Allison
Allison He, CFA
Fund Tenure: 2 months
Wasatch Tenure:5 years
• Associate Portfolio Manager, Wasatch International Opportunities Fund
• Former Senior Research Analyst, Wasatch International Research Team
Industry Experience:13 years
• Vice President, Associate Portfolio Manager, Western Investment LLC
Education:Wharton School of the University of Pennsylvania, M.B.A.

University of Utah, Master of Engineering in Computer Science

Ms. He has been an associate portfolio manager for the International Opportunities Fund since 2018. She joined Wasatch Advisors in 2013 as a senior research analyst on the international research team. She has over 12 years of experience in the investment management industry and also a background in data engineering and analytics. Prior to joining Wasatch, she was a vice president and associate portfolio manager at Western Investment LLC, a multi-strategy hedge fund.

Ms. He earned a Master of Business Administration from the Wharton School of the University of Pennsylvania where she was awarded the Palmer Scholar honor. She also holds a Master of Engineering in Computer Science from the University of Utah and is a CFA charterholder.

Allison is fluent in mandarin Chinese.

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 currency fluctuations and political uncertainties, which are described in more detail in the prospectus.