505 Wakara Way |
Salt Lake City, UT 84108
Main Phone: 801-983-4125
Mutual Fund Brand(s)
SEC Fund Filings by CIK
Sam Stewart founded Wasatch in 1975 to invest in growth investing in small companies. Wasacht uses a fundamental, bottom-up research method that focuses on long-term growth and finding market inefficiencies. It has expanded its investment process to include micro cap, value, international, and mid-large cap funds.|
In 1986 Wasatch launched its first two mutual funds, Small Cap Growth and Core Growth. Its micro cap fund opened nearly a decade later.
1st Source AcquisitionWasatch adopted the 1st Source Funds in 2008. It rebranded the funds as the Wasatch Large Cap Value, Wasatch Long/Short, and 1st Source Income funds.
CEO, PM, Wasatch Advisors
President, Managing Director, Wasatch Advisors
PM, Director, Former CEO, Wasatch Advisors
Director of Mutual Funds, Wasatch Advisors
Founder, Chairman, PM, Wasatch Funds
Vice President, Chief Compliance Officer, General Counsel, WASATCH ADVISORS INC
Director of International Research, PM, Wasatch Advisors
Chief Financial Officer, Wasatch Advisors