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Wasatch Small Cap Value Fund Institutional Class Shares (0P0000UQTD)
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10.840
+0.070
+0.65%
- Morningstar Rating:
- Total Assets: 895.43M
Wasatch Small Cap Value Fund Institutional Class S
10.840
+0.070
+0.65%
- Overview
- Profile
- Historical Data
- Holdings
Wasatch Small Cap Value Fund Institutional Class Shares Overview
On this page you'll find an in-depth profile of Wasatch Small Cap Value Fund Institutional Class Shares. Learn about the key management, total assets, investment strategy and contact information of 0P0000UQTD among other information.
Investment Strategy
The investment seeks long-term growth of capital; income is a secondary objective. The fund invests primarily in small 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 |
|---|---|---|---|
| Austin Bone | Portfolio Manager | 2020 | Now |
| Biography | Austin Bone has been a portfolio manager and was associate portfolio manager of Wasatch Advisors, Inc. He joined the Advisor in 2016 as an analyst on the U.S. small cap research team. Prior to joining the Advisor, Mr. Bone was an equity research analyst for Goldman Sachs from 2013 to 2016, covering the technology supply chain and semiconductor industries. Mr. Bone earned a Bachelor of Science in Business Management, with an emphasis on finance, from the Marriott School of Business at Brigham Young University. | ||
| Jim Larkins | Portfolio Manager | 1997 | Now |
| Biography | Jim Larkins, MBA, is a portfolio manager with Wasatch Advisors. He joined Wasatch in 1995 as a securities analyst. Previously, Larkins worked for Accenture as a systems consultant and for a technology start-up firm. He is fluent in Spanish and has lived in Argentina and the Middle East. He holds a Master of Business Administration and a Bachelor of Arts in Economics from Brigham Young University. | ||
| John Mazanec | Portfolio Manager | 2002 | 2008 |
| Biography | John Mazanec is a portfolio manager for mid-cap value products. Mr. Mazanec entered the fi nancial industry in 1993 and joined Invesco in 2010. He was previously a portfolio manager on the Equity Income team at Morgan Stanley, which he joined in 2008. He also worked for Wasatch Advisors as a portfolio manager. Mr. Mazanec earned a Bachelor of Science degree from DePauw University and a Master of Business Administration degree from Harvard University. | ||
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