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Our Company
The Advisor
The Funds’ investment advisor, Wasatch Advisors, was founded in 1975. The firm specializes in managing assets for institutional and individual clients through investments in small and mid size companies.
In-House Research
Investments for the Wasatch Equity Funds are selected by an experienced research team. The team travels thousands of miles every year to get a firsthand look at prospective investments. Companies are subjected to intensive analysis to determine their potential to be rewarding investments.
A Word About Risk
The Wasatch Equity Funds invest primarily in the stocks of small and mid size companies. These stocks have the potential to deliver higher returns, but they also are subject to more risk and price volatility. The research team follows strict investment guidelines and carefully monitors the Funds’ investments.
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