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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...
Overview
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).
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).
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).
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