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Wasatch Small Cap Growth Fund® Institutional Class (WIAEX)
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36.73
+0.33
+0.91%
- Morningstar Rating:
- Total Assets: 1.29B
Wasatch Small Cap Growth Institutional
36.73
+0.33
+0.91%
- Overview
- Profile
- Historical Data
- Holdings
Wasatch Small Cap Growth Fund® Institutional Class Overview
On this page you'll find an in-depth profile of Wasatch Small Cap Growth Fund® Institutional Class. Learn about the key management, total assets, investment strategy and contact information of WIAEX among other information.
Investment Strategy
The investment seeks long-term growth of capital; income is a secondary objective. The fund invests primarily in small growth companies. It will invest at least 80% of the fund's net assets (plus borrowings for investment purposes) in the equity securities, typically common stock, of small-capitalization companies. The fund may invest up to 20% of its total assets at the time of purchase in securities issued by foreign companies (companies that are incorporated in any country outside the United States and whose securities principally trade outside the United States).
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Ryan Snow | Portfolio Manager | 2017 | Now |
| Biography | Ryan Snown joined Wasatch Advisors as a research analyst in 2000. Mr. Snow holds a Bachelor of Science in Finance from the University of Utah. | ||
| Kenneth A. Korngiebel | Lead Portfolio Manager | 2017 | Now |
| Biography | Kenneth A. Korngiebel, CFA, has been the lead portfolio manager and a portfolio manager at Wasatch Advisors. Mr. Korngiebel joined Wasatch Advisors in 2015, providing additional research support and leadership for the entire U.S. small-cap equity team. His investment career has spanned more than 20 years, during which he has covered small-, mid- and large-cap growth stocks across all sectors. Prior to joining the Advisor, Mr. Korngiebel was a founder, partner and lead portfolio manager at Montibus Capital Management, a business backed by Stifel Financial Corp. At Montibus, he led a team of five investment professionals from 2006 to 2015, managing the firm’s long-only, small-, and SMID-cap growth portfolios totaling $1 billion in assets. Earlier in his career, he was a senior managing director and lead portfolio manager at Columbia Management Company, where he rebuilt a six-person investment team, implemented a new philosophy and process, and managed small-, SMID- and mid-cap growth portfolios totaling $2.6 billion in assets. His tenure at Columbia Management was from 1996 to 2006. Previously, he has been the portfolio manager at Montibus Capital Management LLC in 2006 and is a Managing Director and its Chief Investment Officer. Prior to joining Montibus, he served as a Managing Director at Columbia Management and was the Portfolio Manager. Prior to Columbia Management, he held positions in private equity and commercial real estate. Mr. Korngiebel holds a BA in Economics and Spanish from Stanford University (1987) and an MBA, with a focus on finance, from the Wharton School at the University of Pennsylvania (1996). He is a member of the Portland Society of Financial Analysts. | ||
| J.B. Taylor | Portfolio Manager | 2013 | Now |
| Biography | JB Taylor is chief executive officer of Wasatch Advisors and a member of its board of directors. He has been the lead portfolio manager for the Wasatch Small Cap Core Growth and Wasatch Small Cap Growth portfolios since 2000 and 2016, respectively. In addition, he is a portfolio manager for the Wasatch Global Small Cap portfolios. Taylor joined Wasatch Advisors as a research analyst in 1996, working on Wasatch Micro Cap Growth portfolios. He began working on Wasatch Small Cap Core Growth portfolios as a senior research analyst in 1999. | ||
| Jeff Cardon | CEO | 1986 | 2017 |
| Biography | Jeff Cardon, CFA is a Director of Wasatch. He was Chief Executive Officer of Wasatch from 2009 to January 2016, and President and Treasurer of the Advisor from 1995 to January 2016. Mr. Cardon joined the Advisor in 1980. He holds a Bachelor of Science in Finance from the University of Utah. | ||
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