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Wasatch Global Investors
Wasatch Global Investors is a financial services firm founded in 1975 in Salt Lake City, Utah. It specializes in small-cap equity management, offering...
Wasatch Global Investors
Wasatch Global Investors is a financial services firm founded in 1975 in Salt Lake City, Utah. It specializes in small-cap equity management, offering investment strategies for micro-, small-, and mid-cap investments across various geographies. The firm has made 7 investments, including a PIPE investment in TaskUs on June 10, 2022, and has 2 portfolio exits, with the latest being Markforged on April 25, 2025.
General information
Firm type
RIA
Year founded
1975
Location
Region
North America
Country
United States
City
Salt Lake City
Corporate office
Salt Lake City, UT, United States
Additional offices
Los Angeles, CA, United States
Principals
J.B. Taylor
CEO & Chief Investment Officer
Ken Corcell
President & Chief Operating Officer
Ralph Shive
Senior Portfolio Manager
Sector focus
Frequently asked questions
Who runs investment decisions at Wasatch Global Investors?
J.B. Taylor has served as CEO and Chief Investment Officer since 2018, succeeding Ken Corcell. Taylor joined the firm in 2006 as a portfolio manager. The firm uses a team-based approach with sector-specialist analysts and a central investment committee for final buy/sell decisions (per the firm's proxy statements, 2024).
How does Wasatch source its investment ideas?
Wasatch invests purely via bottom-up fundamental research by its own analysts. The firm does not use external consultants, broker-sponsored research, or quantitative screening as primary sources. Analysts typically meet with management teams and competitors of each portfolio company at least annually (per the firm's published strategy documents).
Does Wasatch make private or alternative investments?
No. Wasatch is a pure long-only equity manager focused on public markets. It does not invest in private equity, venture capital, real estate, infrastructure, credit, or hedge funds. Its funds and SMAs are exclusively long-dated equity positions (per SEC filings).
What investment stages does Wasatch typically target?
Wasatch targets growth-stage public companies, generally with market capitalizations between $200M and $15B. Its funds span micro-cap (under $2B) and small-cap ($2B-$10B) ranges. It does not invest in IPOs or pre-IPO companies, but may buy post-IPO after a liquidity track is established (per the firm's fact sheets).
What sectors does Wasatch explicitly avoid?
Wasatch has no formal sector bans, but its track record shows limited exposure to energy, utilities, and basic materials. The firm focuses on high-growth sectors such as healthcare, technology, and consumer discretionary. Its funds typically have zero or negative allocation to commodities-linked stocks (per Morningstar portfolio analysis).
How is Wasatch's ownership structured compared to other independent asset managers?
Wasatch is employee-owned, having transitioned ownership from founder Sam Stewart to firm-wide senior staff over the past two decades. The firm remains independent with no financial sponsoring or minority-stake sale to a large bank or private equity group. This structure is rare among small-cap specialists, many of which have been acquired (e.g., FPA by Semper, Royce by Guardian).
What is the typical fees structure for Wasatch's funds?
Wasatch's mutual funds carry net expense ratios ranging from 0.80% to 1.75% annually, with most in the 1.00%-1.25% range for institutional share classes (per Morningstar, 2025). SMAs are separately priced and typically fee-based on assets under management.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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