December 21, 2014 8:32 PM ET

Capital Markets

Company Overview of Wasatch Advisors Inc.

Company Overview

Wasatch Advisors Inc. is an employee owned investment manager. The firm provides its services to individuals, high net worth individuals, investment companies, pension and profit-sharing plans, pooled investment vehicles, charitable organizations, corporations, state or municipal government entities, model portfolio accounts, and other investment advisors. It manages separate client focused equity portfolios for its clients. The firm also manages equity and fixed income mutual funds for its clients. It invests in the public equity and fixed income markets across the globe. The fund invests in value and growth stocks of companies across all market capitalizations. It employs fundamental analy...

505 Wakara Way

3rd Floor

Salt Lake City, UT 84108

United States

Founded in 1975





Key Executives for Wasatch Advisors Inc.

Chief Executive Officer
Chief Financial Officer
Chief Operating Officer and Director
Director of Mutual Funds and Director
General Counsel
Age: 45
Compensation as of Fiscal Year 2014.

Wasatch Advisors Inc. Key Developments

Wasatch Advisors Inc. Presents at Boston Biotech Conferences LLC's East/West CEO Conference, Jan-11-2014 05:10 PM

Wasatch Advisors Inc. Presents at Boston Biotech Conferences LLC's East/West CEO Conference, Jan-11-2014 05:10 PM. Venue: Four Seasons Hotel, San Francisco, California, United States. Speakers: Jill Wahleithner.

Wasatch Advisors Announces Executive Changes

Wasatch Advisors has appointed David R Powers as lead portfolio manager of the Wasatch Large Cap Value Fund. The fund is currently managed by lead portfolio manager Ralph Shive and portfolio manager Michael Shinnick. To assist Powers in the transition of portfolio management duties, Shive will remain as a portfolio manager of the fund until September 30, 2013. Shinnick will continue as lead portfolio manager of the Wasatch Long/Short Fund. Shive will continue as a portfolio manager of the Long/Short Fund and will support Wasatch Advisors with macroeconomic and sector research. Powers has 18 years of investment experience, most recently as a portfolio manager with Eagle Asset Management. Prior to joining Eagle, he worked as a portfolio manager with ING Investment Management, where he was responsible for the ING Large Cap Value Fund. While at ING, Powers also worked as a senior sector analyst covering energy, telecommunications, utilities and materials. His experience includes several senior investment positions, including as a portfolio manager with Federated Investors. Powers began his investment career at the State Teachers Retirement System of Ohio.

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