# Wasatch Global Investors

Wasatch Global Investors is a RIA based in Salt Lake City, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Salt Lake City, United States
- **Region:** North America
- **Address:** Salt Lake City, UT, United States
- **Founded:** 1975
- **Assets under management:** Undisclosed
- **Website:** wasatchglobal.com
- **LinkedIn:** https://www.linkedin.com/company/wasatch-global-investors

## Regulatory record

- **Reports private funds:** No

## About

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.

## Sectors

- Enterprise Software
- Digital Health
- ClimateTech
- Consumer
- Industrial Tech

## Offices

- Los Angeles, CA, United States

## People

- J.B. Taylor — CEO & Chief Investment Officer
- Ken Corcell — President & Chief Operating Officer
- Ralph Shive — Senior Portfolio Manager

## 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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- [3iQ Digital Asset Management](https://altss.com/profile/3iq-digital-asset-management)
- [Infinite Assets](https://altss.com/profile/infinite-assets)

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Last updated: 2026-06-03T20:00:00.000Z

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