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Portfolio Manager Additions and Changes for Several Wasatch Strategies

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Wasatch Advisors Has Announced Portfolio Manager

Additions and Changes for Several Wasatch Strategies

 

Salt Lake City, Utah, January 31, 2019—Wasatch Advisors has announced portfolio manager additions and changes for several mutual funds (and related institutional strategies). These additions and changes are noted with asterisks (*) in the right-hand column—labeled “Current Portfolio Management Roles”—of the table below. Included in the changes is the notation that Roger Edgley has stepped away from his “Lead” role on three funds (and institutional strategies), while he remains active on the Wasatch Board of Directors and is still a portfolio manager and the firm’s Director of International Research. 

“For some time, Roger has been working with the Wasatch Board on long-term succession planning. The new management and leadership roles reflect the deep bench of talented professionals at our firm,” said JB Taylor, CEO of Wasatch Advisors and a longtime Wasatch portfolio manager. “Roger will continue to oversee our entire international investment team and will be a senior-level strategist and analytical resource for all of our portfolio managers. Wasatch has a long history of successfully developing investment professionals who deliver alpha for clients through a collaborative and disciplined process.”

 

Wasatch Fund

Previous Portfolio Management Roles

Current Portfolio Management Roles

Emerging India Fund

Ajay Krishnan, Lead Portfolio Manager

Matthew Dreith, Associate Portfolio Manager

 

Ajay Krishnan, Lead Portfolio Manager

Matthew Dreith, Portfolio Manager*

 

Emerging Markets Small Cap Fund

Roger Edgley, Lead Portfolio Manager

Andrey Kutuzov, Associate Portfolio Manager

Scott Thomas, Associate Portfolio Manager

Kevin Unger, Associate Portfolio Manager

Ajay Krishnan, Lead Portfolio Manager*

Dan Chace, Portfolio Manager*

Roger Edgley, Portfolio Manager*

Andrey Kutuzov, Associate Portfolio Manager

Scott Thomas, Associate Portfolio Manager

Kevin Unger, Associate Portfolio Manager

 

Frontier Emerging Small Countries Fund

Roger Edgley, Lead Portfolio Manager

Scott Thomas, Portfolio Manager

Jared Whatcott, Portfolio Manager

 

Scott Thomas, Lead Portfolio Manager*

Jared Whatcott, Portfolio Manager

Global Opportunities Fund

JB Taylor, Lead Portfolio Manager

Ajay Krishnan, Lead Portfolio Manager

 

JB Taylor, Lead Portfolio Manager

Ajay Krishnan, Lead Portfolio Manager

Ken Applegate, Portfolio Manager*

Paul Lambert, Portfolio Manager*

 

International Growth Fund

Roger Edgley, Lead Portfolio Manager

Ken Applegate, Portfolio Manager

Linda Lasater, Associate Portfolio Manager

 

Ken Applegate, Lead Portfolio Manager*

Roger Edgley, Portfolio Manager*

Linda Lasater, Portfolio Manager*

 

International Opportunities Fund

Linda Lasater, Portfolio Manager

Jared Whatcott, Portfolio Manager

Allison He, Associate Portfolio Manager

 

Linda Lasater, Lead Portfolio Manager*

Jared Whatcott, Portfolio Manager

Allison He, Associate Portfolio Manager

 

 

 

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 $14.3 billion in assets under management as of December 31, 2018. Wasatch Advisors, Inc. is registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940.

 

Contact Information:

Jody Lowe: 414.322.9311 / jody@lowecom.com

Steve Rung: 801.415.5523 / srung@wasatchadvisors.com

Eric Bergeson: 801.983.4119 / eric@wasatchadvisors.com

 

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RISKS AND DISCLOSURES:

 

Mutual fund investing involves risks and loss of principal is possible. Investing in small 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 unstable currencies, highly volatile securities markets and political and social instability, which are described in more detail in the prospectus.

 

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.

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

© 2019 Wasatch Funds. All rights reserved. Wasatch Funds are distributed by ALPS Distributors, Inc. (ADI). Steve Rung and Eric Bergeson are registered representatives of ADI. ADI is not affiliated with Wasatch Advisors, Inc.