Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are



All our 23,130 stories are here...Call 212-331-8995 to add to the pile
Get MFWire Alerts
MFWire: Wasatch Funds
MUTUAL FUND FAMILY PROFILES [BETA]
To Update this information contact Editors@InvestmentWires.com or call Armie Lee at 212-331-8995 x111.

Wasatch Global Investors
505 Wakara Way
3rd FL
Salt Lake City, UT  84108
Google Maps

Contact
Main Phone: 801-983-4125
Web Site: http://www.wasatchglobal.com

Mutual Fund Brand(s)
Wasatch Funds

Research Links
  • SEC Fund Filings by CIK

  • Background:
    Sam Stewart founded Wasatch Advisors in 1975 to invest in growth investing in small companies. (The name comes from the nearby Wasatch mountains.) In 2019, Wasatch Advisors rebranded as Wasatch Global Investors.

    Wasatch 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.

    In 2009, Stewart sold back his Wasatch shares as part of the firm's ownership recycling structure. He retired from Wasatch in 2018, joining two of his in a nearby startup, Seven Canyons Advisors.

    1st Source Acquisition

    Wasatch 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.
    Sponsored Opportunities



    Key People:
    J.B. Taylor
    CEO, PM, Wasatch Advisors
    Eric Bergeson
    President, Managing Director, Wasatch Advisors
    Jeff Cardon
    PM, Director, Former CEO, Wasatch Advisors
    Gene Podsiadlo
    Director of Mutual Funds, Wasatch Advisors
    Sam Stewart
    Founder, Chairman, PM, Wasatch Funds
    Daniel Thurber
    Vice President, Chief Compliance Officer, General Counsel, WASATCH ADVISORS INC
    Roger Edgley
    Director of International Research, PM, Wasatch Advisors
    Mike Yeates
    Chief Financial Officer, Wasatch Advisors
    Story Archive for Wasatch Global Investors
    Published On Story Headline Publication
    3/12/2021 100 Fund Firms Win Big, With Morgan Stanley Leading the Pack MFWire.com
    3/6/2020 170 Fundsters Gather As 92 Fund Firms Win Big MFWire.com
    12/13/2019 Nationwide Leads Again MFWire.com
    9/25/2019 A 44-Year-Old Indie Fund Firm Rebrands, Slightly MFWire.com
    7/9/2018 A Value Equity Shop Leads This Pack MFWire.com
    4/9/2018 After 43 Years, a Mutual Fund Entrepreneur Starts One More Adventure MFWire.com
    2/28/2018 Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple MFWire.com
    10/24/2017 Global X and Chiron Rake It In MFWire.com
    9/11/2017 Filings For Fundsters - September 11, 2017 MFWire.com
    9/7/2017 Filings For Fundsters - September 7, 2017 MFWire.com
    9/6/2017 Follow the Fundsters - September 6, 2017 MFWire.com
    9/5/2017 Filings For Fundsters - September 5, 2017 MFWire.com
    8/31/2017 Filings For Fundsters - August 31, 2017 MFWire.com
    7/24/2017 USCF and Edgewood Had a Fantastic June! MFWire.com
    5/25/2017 The New Fund Fuss - May 25, 2017 MFWire.com
    3/24/2017 Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham MFWire.com
    9/12/2016 Filings for Fundsters - September 12, 2016 MFWire.com
    3/26/2015 Will Hodge Wear Sunglasses For M*? MFWire.com
    8/30/2013 Wasatch Changes Three Funds MFWire.com
    6/10/2013 People and Process Won't Save Your M* Rating From This MFWire.com
    4/8/2013 Watch These PMs MFWire.com
    4/2/2013 Barron's Praises 5 EM Funds MFWire.com
    3/15/2013 Who Cleaned Up At the 2013 Lipper Awards? MFWire.com
    12/24/2012 Wasatch Helps Investors Selectively Invest Overseas MFWire.com
    11/21/2012 WSJ Opines on Alt Fund Craze MFWire.com
    9/26/2012 Wasatch Hires to Reach Advisors MFWire.com
    8/24/2012 Stork and Reaper for August 24, 2012 MFWire.com
    8/6/2012 Are You Following Any Fund Shops? MFWire.com
    6/5/2012 PMs From DoubleLine and Pimco Land on a New List MFWire.com
    5/17/2012 Wasatch, Weitz & Yacktman Win MStar Praise Despite Fees MFWire.com
    3/5/2012 Wasatch Launches a Frontier Markets Fund MFWire.com
    2/17/2012 A $1B, Five-Star, Small-Cap Fund Will Partially Close MFWire.com
    11/15/2011 Vanguard Dominates Morningstar's New Ratings MFWire.com
    11/1/2011 Should Fundsters Steer Clear of Grandeur Peaks? MFWire.com
    9/29/2011 Wasatch Vets Ready New Funds MFWire.com
    7/21/2011 Wasatch Alums Launch Their Own Firm MFWire.com
    7/20/2011 Wasatch Names its New Director of Mutual Funds MFWire.com
    4/26/2011 Wasatch Reveals its Bombay Dreams MFWire.com
    3/21/2011 Morningstar Gives Props to Four Small Cap Funds MFWire.com
    2/4/2011 Wasatch Drops the 1st Source Name from Two Funds MFWire.com
    5/27/2010 Wasatch Partially Shutters a Fund MFWire.com
    9/8/2009 Wasatch Makes the Pitch for Long/Short Mutual Funds MFWire.com
    12/11/2008 SmartMoney Puts Reopened Funds in the Spotlight MFWire.com
     News Archives
    2021: Q2Q1
    2020: Q4Q3Q2Q1
    2019: Q4Q3Q2Q1
    2018: Q4Q3Q2Q1
    2017: Q4Q3Q2Q1
    2016: Q4Q3Q2Q1
    2015: Q4Q3Q2Q1
    2014: Q4Q3Q2Q1
    2013: Q4Q3Q2Q1
    2012: Q4Q3Q2Q1
    2011: Q4Q3Q2Q1
    2010: Q4Q3Q2Q1
    2009: Q4Q3Q2Q1
    2008: Q4Q3Q2Q1
    2007: Q4Q3Q2Q1
    2006: Q4Q3Q2Q1
    2005: Q4Q3Q2Q1
    2004: Q4Q3Q2Q1
    2003: Q4Q3Q2Q1
    2002: Q4Q3Q2Q1
     Subscribe via RSS:
    Raw XML
    Add to My Yahoo!
    follow us in feedly


    1. MFDF In Focus: Board Oversight of Sub-advisers, April 15
    2. IDC Virtual Roundtable: New Jersey and Pennsylvania - April 2021, April 15
    3. IDC Virtual Roundtable: Florida - April 2021, April 20
    4. The 31st Sub-Advised Funds Forum, Apr 20-21
    5. ETF.com Awards 2020, April 20
    6. MFDF Director Discussion Series - Open Forum via Zoom (Northeast), April 21
    7. IMEA Marketing Council Roundtable | Engaging Advisors In a Virtual World, April 21
    8. IDC Virtual Roundtable: Alabama, Georgia, North Carolina, and South Carolina - April 2021, April 22
    9. FIASI virtual event - ESG in Fixed Income: Shining a Light on Transparency, Apr 22-23
    10. IDC Webinar: The Future of the Workplace - April 2021, April 23
    11. IDC Virtual Roundtable: Arkansas, Louisiana, Mississippi, Oklahoma, Tennessee, and Texas - April 2021, April 27
    12. MFDF Case Studies in Fund Oversight — A Virtual Roundtable for Directors, Apr 28-29
    13. IDC Virtual Roundtable: Iowa, Kansas, Minnesota, Missouri, Nebraska, North Dakota, and South Dakota - April 2021, April 29
    14. 44th Annual AIMSE Marketing & Sales Conference, May 2-4
    15. MFDF Director Discussion Series - Open Forum via Zoom (Southeast), May 5
    16. ICI 2021 General Membership Meeting - Day 1, May 6
    17. Emerging Manager Forum USA, May 12-14
    18. ICI 2021 General Membership Meeting - Day 2, May 13
    19. 2021 FINRA Annual Conference, May 18-20
    20. IDC Speaker Series - Abby Joseph Cohen: A Conversation About the State of the Global Markets, May 19
    21. 2nd annual ETFGI Global ETFs Insights Summit - USA, May 19-20
    22. MFDF Director Discussion Series - Open Forum via Zoom, May 19
    23. Irish Funds Online Annual Global Funds Conference 2021, May 19-20
    24. MFDF webinar - Fund Director Compensation: MPI Annual Survey (2021), May 20
    25. ICI 2021 Operations and Technology Conference, May 20
    26. MFDF webinar - Board Oversight of a Fund's Derivatives Risk Management and Fund Compliance With Rule 18f-4, May 24




    ©All rights reserved to InvestmentWires, Inc. 1997-2021
    14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
    Privacy Policy :: Terms of Use