Wasatch Small Cap Value Fund® (WICVX)  Invest in this Fund 

Investor Class | Institutional Class
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Managed by a team of Wasatch portfolio managers led by
Jim Larkins

Jim Larkins’ hobby of gardening speaks to seeing things through from beginning to end. And the same holds true to his experience on the Wasatch Small Cap Value Fund. A member of the Small Cap Value team since the Fund’s inception, Jim brings a bounty of knowledge and long-practiced discipline to his management style. Learn more about Jim’s investing abilities here.

Jim Larkins
Jim Larkins
Fund Tenure: 20 years
Wasatch Tenure:23 years
• Lead Portfolio Manager, Wasatch Small Cap Value Fund
• Former Research Analyst, Wasatch Small Cap Value Fund
• Former Research Analyst, Wasatch Micro Cap Fund
• Former Research Analyst, Wasatch Small Cap Growth Fund
Industry Experience:23 years
Education:Brigham Young University, M.B.A.

Brigham Young University, B.A. in Economics

Mr. Larkins has been the Lead Portfolio Manager for the Wasatch Small Cap Value Fund since 1999.  He joined Wasatch Advisors as a Research Analyst in 1995, working on the Micro Cap and Small Cap Growth Funds.  He became a Research Analyst on the Small Cap Value Fund at its inception in 1997, and was named as a Portfolio Manager in 1999.

Prior to joining Wasatch Advisors, Mr. Larkins worked as a systems consultant for what is now Accenture.  He also worked for a start-up company in the technology industry.

Mr. Larkins graduated cum laude with a Bachelor of Arts in Economics from Brigham Young University.  He later earned a Master of Business Administration from the Marriott School of Management at BYU.  While in the Master’s program, he served as president of the MBA Student Association.

Jim is a Utah native.  He speaks Spanish and has lived in Argentina and the Middle East.  He enjoys water skiing, snow skiing, gardening and traveling.

Learn more about the experience of the Wasatch Research Team

Performance for the Institutional Class prior to 1/31/2012 is based on the performance of the Investor Class.  Performance of the Fund's Institutional Class prior to 1/31/2012 uses the actual expenses of the Fund's Investor Class without any adjustments. For any such period of time, the performance of the Fund's Institutional Class would have been substantially similar to, yet higher than, the performance of the Fund's Investor Class, because the shares of both classes are invested in the same portfolio of securities, but the classes bear different expenses.

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.

Investments in value stocks can perform differently from other types of stocks and from the market as a whole and can continue to be undervalued by the market for long periods of time. Loss of principal is a risk of investing.