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February 08, 2016 4:22 PM ET

Capital Markets

Company Overview of Wasatch Advisors Inc.

Company Overview

Wasatch Advisors Inc. is an employee owned investment manager. The firm provides its services to individuals, high net worth individuals, investment companies, pension and profit-sharing plans, pooled investment vehicles, charitable organizations, corporations, state or municipal government entities, model portfolio accounts, and other investment advisors. It manages separate client focused equity portfolios for its clients. The firm also manages equity and fixed income mutual funds for its clients. It invests in the public equity and fixed income markets across the globe. The fund invests in value and growth stocks of companies across all market capitalizations. It employs fundamental analy...

505 Wakara Way

3rd Floor

Salt Lake City, UT 84108

United States

Founded in 1975





Key Executives for Wasatch Advisors Inc.

Chief Executive Officer, Portfolio Manager, and Director
Chief Financial Officer, Vice President, and Director
Chief Operating Officer and Director
Director of Mutual Funds and Director
General Counsel, Chief Compliance Officer, Vice President, Secretary, and Director
Age: 46
Compensation as of Fiscal Year 2015.

Wasatch Advisors Inc. Key Developments

Wasatch Funds Presents at Morningstar Investment Conference, Jun-25-2015 09:10 AM

Wasatch Funds Presents at Morningstar Investment Conference, Jun-25-2015 09:10 AM. Venue: McCormick Place, 2301 South Lake Shore Drive, Chicago, IL 60616, United States. Speakers: Laura Geritz.

Wasatch Advisors Announces Expansion of Portfolio-Management Team for Wasatch Long/Short Fund

Terry Lally has joined Wasatch Advisors as a Senior Research Analyst and a member of the portfolio-management team to work alongside Portfolio Managers Michael Shinnick and Ralph Shive on the Wasatch Long/Short Fund (FMLSX) [1]. Before joining Wasatch Advisors, Mr. Lally was chief investment officer of Spotlight Funds and Spotlight Capital Management, which he co-founded in 2007. Prior to that, he was a portfolio manager and principal with Cramer Rosenthal McGlynn in New York.

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