Wasatch Global Investors
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Overview
About Wasatch Global Investors
Industries
Data & Analytics
Financial Services
Company Size
51-200
Company Stage
N/A
Total Funding
$357M
Headquarters
Salt Lake City, Utah
Founded
1975
Simplify's Take
What believers are saying
- Launched WACVX/WGCVX in 2025 targeting global small-cap value with micro-cap exposure.
- Dustin McCarty leads global distribution; Albert Trinkl manages EMEA expansion.
- Amelia Kennedy drives Asia-Pacific growth, enhancing international client acquisition.
What critics are saying
- Small-cap indexes trail large-caps 15% YTD 2026, draining $10B+ funds to S&P ETFs.
- T. Rowe Price poaches top small-cap analysts in Q1 2026, gutting 98-person research team.
- WACVX loses 20% AUM since 2025 launch as small-cap growth outperforms value 25%.
What makes Wasatch Global Investors unique
- Wasatch exploits inefficiencies in growth-to-value small-cap transitions using bottom-up analysis.
- 100% employee-owned structure aligns all staff interests with long-term client outcomes.
- Founded 1975 by Sam Stewart, PhD, with independent philosophy avoiding Wall Street influences.
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Funding
Total Funding
$357M
Above
Industry Average
Funded Over
0 Rounds
Company News
Wasatch Advisors LP purchased a new stake in Amdocs in the 1st quarter valued at approximately $1,943,000.
Wasatch Advisors LP purchased a new stake in Sally Beauty in the 4th quarter valued at $42,433,000.
Wasatch Advisors Inc. purchased a new stake in Sprouts Farmers Market in the first quarter valued at approximately $54,912,000.
Wasatch Advisors Inc. acquired a new stake in Schneider National in the first quarter worth approximately $25,894,000.
Wasatch Advisors Inc. purchased a new stake in Sprouts Farmers Market in the first quarter worth approximately $54,912,000.
Wasatch Global Investors is Hiring for 3 Jobs on Simplify!
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About Wasatch Global Investors
Industries
Data & Analytics
Financial Services
Company Size
51-200
Company Stage
N/A
Total Funding
$357M
Headquarters
Salt Lake City, Utah
Founded
1975
Wasatch Global Investors is Hiring for 3 Jobs on Simplify!
Find jobs on Simplify and start your career today