Wasatch Investment Fund Manager, LLC

The firm's investment decisions are made by a team of portfolio managers and analysts, with leadership historically coming from its founder, Samuel S. Stewart, Jr., and later from managers such as J.B. Taylor and David J. James (per the firm's filings). The specific leadership structure is not publicly detailed beyond fund-level management.

Wasatch Investment Fund Manager is a registered investment advisor and mutual fund manager, not a family office. It manages the Wasatch Funds, a family of no-load mutual funds available to retail and institutional investors. The firm's structure and regulatory filings reflect this distinction.

Wasatch focuses on growth-stage public equities, specifically small-cap, micro-cap, and mid-cap companies with strong fundamentals and growth potential. The firm typically invests in companies that are publicly traded but may also consider IPOs and secondary offerings.

Wasatch invests primarily through its mutual fund vehicles, which are direct investments in public equities. The firm does not typically commit capital to external funds or engage in direct private investments. Its approach is limited to long-only public equity strategies.

Wasatch does not publicly disclose any explicit sector avoidance policies. However, its investment focus on small-cap growth naturally excludes large-cap stocks and sectors where small companies are less prevalent, such as utilities and large-scale real estate.