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Wasatch Names Three Associate Portfolio Managers and Promotes Six Equity Research Analysts

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Wasatch Names Three Associate Portfolio Managers and

Promotes Six Equity Research Analysts

Salt Lake City, Utah, February 1, 2018—Wasatch Advisors has named three Associate Portfolio Managers to the portfolio-management teams for three Wasatch Funds and related institutional portfolios.

Allison He, CFA, who joined Wasatch in 2013, has become an Associate Portfolio Manager for the Wasatch International Opportunities Fund.  Kevin Unger, CFA, who joined Wasatch in 2015, has become an Associate Portfolio Manager for the Wasatch Emerging Markets Small Cap Fund.  And Matt Dreith, CFA, who joined Wasatch in 2011, and has been an Associate Portfolio Manager for the Wasatch Emerging India Fund since 2016, has become an Associate Portfolio Manager for the Wasatch Emerging Markets Select Fund.  The existing Portfolio Managers for these three funds and related institutional portfolios remain in place.

Roger Edgley, Director of International Research, commented, “We believe these promotions recognize the contributions, dedication and growing roles of Allison, Kevin and Matt.  Our entire staff will continue to work together and share ideas in pursuit of the best risk-adjusted performance for our clients.”

Wasatch Fund / Strategy

Portfolio Managers

Team Additions

Emerging Markets Select

Ajay Krishnan, Lead Portfolio Manager

Roger Edgley, Portfolio Manager

Scott Thomas, Associate Portfolio Manager

Matt Dreith, Associate Portfolio Manager

Matt Dreith, Associate Portfolio Manager

Emerging Markets Small Cap

Roger Edgley, Lead Portfolio Manager

Andrey Kutuzov, Associate Portfolio Manager

Scott Thomas, Associate Portfolio Manager

Kevin Unger, Associate Portfolio Manager

 

Kevin Unger, Associate Portfolio Manager

 

International Opportunities / International Micro Cap

Jared Whatcott, Portfolio Manager

Linda Lasater, Portfolio Manager

Allison He, Associate Portfolio Manager

Allison He, Associate Portfolio Manager

Wasatch has also announced the promotion of six Junior Equity Research Analysts to Equity Research Analysts: Andrew Masuda, Austin Bone, Candace Dechant, Mick Rasmussen, Natalie Pesqué, and Thomas Bradley. This brings the total global investment team at Wasatch to 36 Portfolio Managers and Analysts.

“We’re pleased to employ such talented investment professionals who have already provided strong contributions and are ready to assume increased responsibilities at Wasatch,” said JB Taylor, longtime Portfolio Manager and CEO of Wasatch Advisors.

 

About Wasatch Advisors®

Wasatch Advisors is the investment manager to Wasatch Funds, as well as to separately managed institutional and individual portfolios.  Wasatch Advisors pursues a disciplined approach to investing, focused on bottom-up, fundamental analysis to develop a deep understanding of the investment potential of individual companies.  In making investment decisions, the portfolio managers employ a uniquely collaborative process to leverage the knowledge and skill of the entire Wasatch Advisors research team.  Wasatch Advisors is an employee-owned investment advisor founded in 1975 and headquartered in Salt Lake City, Utah.  The firm had $16.6 billion in assets under management as of December 31, 2017.  Wasatch Advisors, Inc. is registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940.

Contact Information:

Eric Bergeson:  801.983.4119 / eric@wasatchadvisors.com

Jody Lowe:  414.322.9311 / jody@lowecom.com

 

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RISKS AND DISCLOSURES:

 

Mutual-fund investing involves risks, and loss of principal is possible.  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 and frontier 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.

The investment objective of the Emerging Markets Select Fund, Emerging Markets Small Cap Fund and International Opportunities Fund is long-term growth of capital.

An investor should consider investment objectives, risks, charges and expenses carefully before investing.  To obtain a prospectus, containing this and other information, visit www.WasatchFunds.com or call 800.551.1700.  Please read the prospectus carefully before investing.

CFA® is a trademark owned by CFA Institute.

Separately managed accounts and related investment advisory services are provided by Wasatch Advisors, Inc., a federally regulated investment advisor.

© 2018 Wasatch Funds.  All rights reserved.  Wasatch Funds are distributed by ALPS Distributors, Inc. (ADI).  Eric Bergeson is a registered representative of ADI.  ADI is not affiliated with Wasatch Advisors, Inc.