Contact Us
Font Size: A A A

Wasatch Frontier Emerging Small Countries Portfolio   

  • print
Managed by a team of Wasatch portfolio managers led by
Roger Edgley, CFA, Jared Whatcott, CFA and Scott Thomas, CFA

Roger Edgley
Roger Edgley, CFA
Portfolio Tenure: 2 years
Wasatch Tenure:16 years
• Director of International Research at Wasatch Advisors
• Portfolio Manager, Wasatch International Small Cap Growth Portfolio
• Portfolio Manager, Wasatch Emerging Markets Small Cap Portfolio
• Portfolio Manager, Wasatch Emerging Markets Select Portfolio
Industry Experience:27 years
• Director of international research and manager for Acorn Funds
• Financial services analyst, Societe Generale Asia/Crosby Securities, Hong Kong
• Analyst, Strategic Asset Management
Education:University of Sussex, M.A. in Philosophy

London School of Economics, M.S. in Social Psychology/Statistics

University of Hertfordshire, B.S. in Psychology

Mr. Edgley is Director of International Research and a Portfolio Manager for Wasatch International Small Cap Growth, Wasatch Emerging Markets Small Cap and Wasatch Emerging Markets Select portfolios.  In addition, he was the Lead Portfolio Manager for Wasatch International Micro Cap portfolios from 2005 to 2015.  He joined Wasatch Advisors in 2002 and is a member of the Board of Directors.  A native of the United Kingdom, he also holds U.S. citizenship and has many years of international investing experience.

Prior to joining Wasatch Advisors, Mr. Edgley was a principal, director of international research and portfolio manager for Chicago-based Liberty Wanger Asset Management, which managed the Acorn Funds.  He was also a co-manager for the Acorn Foreign Forty Fund.  Earlier, he worked in Hong Kong as a financial-services analyst for Societe Generale Asia/Crosby Securities and as an analyst for Strategic Asset Management.

Mr. Edgley has a Master of Arts in Philosophy from the University of Sussex and a Master of Science in Social Psychology with Statistics from the London School of Economics, where he was awarded a Social Science Research Scholarship.  He earned a Bachelor of Science with honors in Psychology from the University of Hertfordshire.  He is also a CFA charterholder.

Learn more about the experience of the Wasatch Research Team

Jared Whatcott, CFA
Portfolio Tenure: 3 years
Wasatch Tenure:13 years
• Portfolio Manager, Wasatch International Micro Cap Portfolio
• Portfolio Manager, Wasatch Frontier Emerging Small Countries Portfolio
• Former Senior Analyst, Wasatch International Research Team
Industry Experience:13 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 Micro Cap portfolios since 2014, and a Portfolio Manager for the Frontier Emerging Small Countries portfolios 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

Scott Thomas
Scott Thomas, CFA
Portfolio Tenure: 2 years
Wasatch Tenure:7 years
• Lead Portfolio Manager, Frontier Emerging Small Countries Fund
• Associate Portfolio Manager, Wasatch Emerging Markets Small Cap Portfolio
• Associate Portfolio Manager, Wasatch Emerging Markets Select Portfolio
Industry Experience:14 years
• Vice President, Morgan Stanley & Co.
• Senior Associate, KPMG LLP
Education:Brigham Young University, B.S. in Accounting

Mr. Thomas has been the Lead Portfolio Manager for Wasatch Frontier Emerging Small Countries portfolios since 2019 and has been an Associate Portfolio Manager for Wasatch Emerging Markets Small Cap and Wasatch Emerging Markets Select portfolios since 2015 and 2016, respectively.  He joined Wasatch Advisors in 2012 as a Senior Equities Analyst on the international research team.

Prior to joining Wasatch Advisors, Mr. Thomas was a vice president at Morgan Stanley & Co. in New York City and worked in equity research for six years.  He also worked in the M&A consulting group at KPMG LLP in San Francisco and New York.

In addition to the CFA and CPA certifications, Mr. Thomas holds a Bachelor of Science in Accounting from Brigham Young University.

Prior to returning to Utah, Scott lived in Madagascar and La Reunion, France.  He speaks fluent French and has conversational knowledge of Malagasy and Reunion Creole.

Learn more about the experience of the Wasatch Research Team