Wasatch Global Investors

Wasatch Global Investors

Employee-owned investment manager for micro-cap equities

Overview

Wasatch Global Investors is a investment manager that oversees portfolios focused on U.S. and international micro-, small-, and mid-cap equities for clients, operating as a fiduciary registered with the SEC. It employs research-driven investment processes to select and manage stock portfolios within those market caps, serving as separate accounts or via other fee-based structures. The company stands out because it is 100% employee-owned, has a long history since 1975, and emphasizes a collaborative, excellence-focused culture with intellectual curiosity to inform its decisions. The goal is to help clients grow capital over the long term by delivering disciplined, experience-backed investment strategies that align with client interests.

About Wasatch Global Investors

Simplify's Rating
Why Wasatch Global Investors is rated
C-
Rated C on Competitive Edge
Rated C on Growth Potential
Rated D+ on Differentiation

Industries

Data & Analytics

Financial Services

Company Size

51-200

Company Stage

N/A

Total Funding

$357M

Headquarters

Salt Lake City, Utah

Founded

1975

People at Wasatch Global Investors

People at Wasatch Global Investors who can refer or advise you

Simplify Jobs

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

MarketBeat
Oct 6th, 2024
Amdocs Limited (NASDAQ:DOX) Shares Sold by SG Americas Securities LLC

Wasatch Advisors LP purchased a new stake in Amdocs in the 1st quarter valued at approximately $1,943,000.

MarketBeat
Apr 17th, 2024
TD Cowen Lowers Sally Beauty (NYSE:SBH) Price Target to $11.00

Wasatch Advisors LP purchased a new stake in Sally Beauty in the 4th quarter valued at $42,433,000.

Defense World
Apr 4th, 2024
Pacer Advisors Inc. Raises Stake in Sprouts Farmers Market, Inc. (NASDAQ:SFM)

Wasatch Advisors Inc. purchased a new stake in Sprouts Farmers Market in the first quarter valued at approximately $54,912,000.

MarketBeat
Mar 8th, 2024
Schneider National, Inc. (NYSE:SNDR) Stake Lowered by Alps Advisors Inc.

Wasatch Advisors Inc. acquired a new stake in Schneider National in the first quarter worth approximately $25,894,000.

ETF Daily News
Feb 29th, 2024
Covestor Ltd Cuts Stock Holdings in Sprouts Farmers Market, Inc. (NASDAQ:SFM)

Wasatch Advisors Inc. purchased a new stake in Sprouts Farmers Market in the first quarter worth approximately $54,912,000.

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