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Wasatch Small Cap Core Growth Portfolio   

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Managed by a team of Wasatch portfolio managers led by
JB Taylor, Paul Lambert and Mike Valentine

JB Taylor
JB Taylor
Portfolio Tenure: 18 years
Wasatch Tenure:23 years
• Chief Executive Officer, Wasatch Advisors
• Lead Portfolio Manager, Wasatch Small Cap Growth Portfolio
• Lead Portfolio Manager, Wasatch Small Cap Core Growth Portfolio
• Lead Portfolio Manager, Wasatch Global Small Cap Portfolio
• Former Senior Analyst, Wasatch Small Cap Core Growth Portfolio
Industry Experience:23 years
Education:Stanford University, B.S. in Industrial Engineering

Mr. Taylor is the Chief Executive Officer of Wasatch Advisors.  Mr. Taylor has been the Lead Portfolio Manager for the Wasatch Small Cap Core Growth portfolios since 2000 and for the Wasatch Small Cap Growth portfolios since 2016. In addition, he is a Lead Portfolio Manager for the Wasatch Global Small Cap portfolios.  He is also a member of the Wasatch Advisors Board of Directors.  He joined Wasatch Advisors as a Research Analyst in 1996, working on the Micro Cap Fund.  He began working on the Core Growth Fund as a Senior Research Analyst in 1999.

Mr. Taylor graduated from Stanford University, earning a Bachelor of Science in Industrial Engineering.



Learn more about the experience of the Wasatch Research Team

Paul Lambert
Paul Lambert
Portfolio Tenure: 14 years
Wasatch Tenure:19 years
• Portfolio Manager, Wasatch Small Cap Core Growth Portfolio
• Portfolio Manager, Wasatch Global Small Cap Portfolio
• Former Portfolio Manager, Wasatch Small Cap Ultra Growth Portfolio
• Former Senior Analyst on the Wasatch Small Cap Core Growh Portfolio
• Former Analyst on the Wasatch Small Cap Value Portfolio
Industry Experience:20 years
• Investment Representative, Fidelity Investments
Education:University of Utah, B.S. in Finance

Mr. Lambert has been a Portfolio Manager for Wasatch Small Cap Core Growth portfolios since 2005. He is also a Portfolio Manager for Wasatch Global Small Cap portfolios. He joined Wasatch Advisors as a Research Analyst in 2000, working on Wasatch Small Cap Value portfolios.  He began working on Wasatch Small Cap Core Growth portfolios as a Senior Research Analyst in 2003.

Prior to joining Wasatch Advisors, Mr. Lambert worked for Fidelity Investments.

Mr. Lambert graduated from the University of Utah, earning a Bachelor of Science in Finance.

Paul is a Utah native who enjoys golfing, skiing, camping and spending time with his family.

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Mike
Mike Valentine
Portfolio Tenure: 1 year
Wasatch Tenure:2 years
• Portfolio Manager, Small Cap Core Growth Portfolio
Industry Experience:12 years
• Portfolio Manager, Point72 Asset Management
• Analyst & Portfolio Manager, Fidelity Investments
Education:Amherst College, B.A. Computer Science

Mr. Valentine joined Wasatch Advisors in 2016. Since entering the asset-management business in 2005, he has covered various sectors including health care, technology and basic materials across all market caps and geographies.

Prior to joining Wasatch Advisors, Mr. Valentine was a portfolio manager at Point72 in Boston where he led a team of analysts and managed a long/short fund focused on the technology and telecom sectors. Prior to Point72, he worked from 2005 to 2012 as an analyst and a portfolio manager at Fidelity Investments in Boston where he developed a technology-sector strategy for a group of diversified funds in addition to managing long-only sector portfolios.

Mr. Valentine holds a Bachelor of Arts degree in Computer Science from Amherst College in Amherst, MA.

Mike and his wife Crystal both grew up in New England and remain fans of their beloved Patriots.

Learn more about the experience of the Wasatch Research Team