Wasatch Micro Cap Fund® (WMICX)  Invest in this Fund 

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Managed by a team of Wasatch portfolio managers led by
Ken Korngiebel, CFA and Dan Chace, CFA

 

Ken
Ken Korngiebel, CFA
Fund Tenure: 1 year
Wasatch Tenure:2 years
• Lead Portfolio Manager, Wasatch Micro Cap Fund
• Portfolio Manager, Wasatch Small Cap Growth Fund
Industry Experience:22 years
• Founder, Partner, Lead Portfolio Manager, Montibus Capital Management
• Senior Managing Director, Lead Portfolio Manager, Columbia Management Company
Education:Wharton School of the University of Pennsylvania, M.B.A.
Stanford University, B.A. Economics

Mr. Korngiebel joined Wasatch Advisors in 2015. His investment career has spanned more than 20 years, during which he has covered small-, mid- and large-cap growth stocks across all sectors.

Prior to joining Wasatch Advisors, Mr. Korngiebel was a founder, partner and lead portfolio manager at Montibus Capital Management, which was a business backed by Stifel Financial Corp. At Montibus, he led a team of five investment professionals from 2006 to 2015, managing long-only small- and SMID-cap growth portfolios totaling $1 billion in assets. Earlier in his career, he was a senior managing director and lead portfolio manager at Columbia Management Company.

Mr. Korngiebel holds a Master of Business Administration from the Wharton School of the University of Pennsylvania, and a Bachelor of Arts in Economics and Spanish from Stanford University. He is also a CFA charterholder.

Learn more about the experience of the Wasatch Research Team

Dan Chace
Dan Chace, CFA
Fund Tenure: 14 years
Wasatch Tenure:16 years
• Portfolio Manager, Wasatch Micro Cap Fund
• Former Lead Portfolio Manager, Wasatch Micro Cap Fund
• Former Senior Analyst, Wasatch Ultra Growth Fund
• Former Senior Analyst, Wasatch International Growth Fund
Industry Experience:20 years
• Equities analyst, J.P. Morgan Securities
• Equities analyst, SG Cowen Securities
• Equities analyst, Merrill Lynch
• Equities analyst, Oppenheimer
Education:Harvard University, M.B.A.

Pomona College, B.A. in Cultural Anthropology

Mr. Chace is a Portfolio Manager for the Wasatch Micro Cap Fund.  He joined Wasatch Advisors in 2002 as a Senior Research Analyst on the Ultra Growth and International Growth Funds.

Mr. Chace has been in the finance industry since 1996, working in the New York offices of J.P. Morgan Securities, SG Cowen Securities, Merrill Lynch, and Oppenheimer & Co.  His work in New York was as an equities analyst following Latin American financial institutions.

Mr. Chace earned a Master of Business Administration from Harvard University.  He completed his undergraduate studies at Pomona College, receiving a Bachelor of Arts in Cultural Anthropology.  He is also a CFA charterholder.

Mr. Chace spent two years in Paraguay with the United States Peace Corps, where he was a volunteer working on water sanitation and health infrastructure projects in rural communities.

Dan is a New Jersey native and speaks Spanish.  He enjoys competitive sports and the outdoors.

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.