Wasatch Global Investors
Overview
Wasatch Global Investors is a 100% employee-owned investment management firm founded in 1975 and headquartered in Salt Lake City, Utah. The firm specializes in U.S. and international micro-, small-, and mid-cap equity investing, offering a range of mutual funds and institutional strategies. Wasatch emphasizes a collaborative culture, excellence, and intellectual curiosity in its investment approach. The firm's investment philosophy centers on bottom-up, fundamental research to identify high-quality growth companies with excellent management teams. Wasatch focuses on long-term investments, emphasizing companies that have evolved from small-cap status to market leaders within their respective industries and geographies. The firm offers 16 investment strategies spanning various market capitalizations and geographies, including dedicated ex-U.S. and global strategies. Wasatch has a history of launching new funds to meet evolving market opportunities. In 2025, the firm launched the Wasatch Global Small Cap Value Fund and the Wasatch International Small Cap Value Fund, expanding its small-cap value offerings. The firm also reopened several funds to new investors in 2022, reflecting its view that the current market environment presents attractive opportunities for long-term investors. Wasatch's commitment to its clients is evident in its willingness to close successful investment strategies to protect existing clients, ensuring that the firm's interests are aligned with those of its investors.
Investment Focus
- Accredited investors only
- Investment horizon of 5+ years
- Diversified portfolio required
- Compliance with SEC regulations
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Wasatch Global Investors
What sectors does Wasatch Global Investors invest in?
Wasatch Global Investors invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Utah, United States. Wasatch Global Investors is listed as a mutual fund in the ConnectSafely investor database.
What stage does Wasatch Global Investors invest at?
Wasatch Global Investors backs companies at Early Stage, Growth, Late Stage, Pre-IPO, Buyout and Turnaround, writing cheques of 1M - 50M.
Which regions does Wasatch Global Investors invest in?
Wasatch Global Investors invests across United States, United Kingdom, Canada, Germany, Hong Kong and Japan.
Who are the partners at Wasatch Global Investors?
Team members listed for Wasatch Global Investors include J.b. Taylor (Portfolio Manager, Director, CEO) and Russell Biles (Mutual Fund Chief Compliance Officer, Vice President, Corporate Secretary & Counsel).
What companies has Wasatch Global Investors invested in?
Wasatch Global Investors's portfolio includes Apple, Microsoft, Amazon, Alphabet, Facebook, Visa, Samsung and Qualcomm.
How do I contact Wasatch Global Investors?
Wasatch Global Investors's contact details are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database