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Wasatch Micro Cap Growth Portfolio   

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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
Portfolio Tenure: 1 year
Wasatch Tenure:3 years
• Lead Portfolio Manager, Wasatch Micro Cap Growth Portfolio
• Portfolio Manager, Wasatch Small Cap Growth Portfolio
Industry Experience:23 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
Portfolio Tenure: 15 years
Wasatch Tenure:16 years
• Portfolio Manager, Wasatch Micro Cap Growth Portfolio
• Portfolio Manager, Wasatch Emerging Markets Small Cap Portfolio
• Former Senior Analyst, Wasatch Small Cap Ultra Growth Portfolio
• Former Senior Analyst, Wasatch International Small Cap Growth Portfolio
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 has been a Portfolio Manager for Wasatch Micro Cap Growth portfolios since 2004 and for Wasatch Emerging Markets Small Cap portfolios since 2019.  He joined Wasatch Advisors in 2002 as a Senior Research Analyst on Wasatch Ultra Growth portfolios and Wasatch International Small Cap Growth portfolios.

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