WASATCH ADVISORS INC Overview

Wasatch Advisors Inc is an investment advisor that manages 18.8 BN dollars in regulatory AUM and has 81 employees, of which 52 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 7BN in positions, representing 36% of the manager's regulatory AUM.

WASATCH ADVISORS INC StockAlpha

-3.3%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

WASATCH ADVISORS INC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CSOD 3.83% Tech -18.48% -0.74% 13 4%
ULTI 3.03% Tech -4.22% -0.15% 3 6%
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FEATURED IN
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WASATCH ADVISORS INC Founders and Key Employees

Name Title In Position Since
Samuel S. Stewart Chairman September-1975
Jeffrey S. Cardon President, Chief Executive Officer, Treasurer, Director September-1980
James B. Taylor Director November-2004
Eric S. Bergeson Director December-2005
Daniel D. Thurber Director, Vice President, Secretary, Chief Compliance Officer, General Counsel April-2006
Eugene L. Podsiadlo Director October-2007
Michael K. Yeates Director, Vice President, Chief Financial Officer December-2007
Roger D. Edgley Director August-2010
James F. Larkins Portfolio Manager December-1997
Hugh D. Chace Portfolio Manager January-2004
Ajay C. Krishnan Portfolio Manager December-2000

WASATCH ADVISORS INC Brokers, Custodians, Auditors and Administrators

Type Company

WASATCH ADVISORS INC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Investing in securities involves risk of loss that clients should be prepared to bear.

Wasatch selects investments for clients based solely on investment considerations, including whether the investments are suitable for the client and consistent with the client’s investment objectives and guidelines. Wasatch may give advice and take actions in the performance of its duties to certain clients that differ from the advice given, or the timing and nature of actions taken, with respect to other clients’ accounts. All investments in securities include the risk of loss of your principal (invested amount) and any profits that have not been realized. Wasatch will do our very best in the management of your assets. However, Wasatch cannot guarantee any level of performance or that you will not experience a loss of your account assets. Most of Wasatch’s investments are in stocks of companies that will always be su...
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WASATCH ADVISORS INC Portfolio Concentration

WASATCH ADVISORS INC Location

505 WAKARA WAY
3RD FLOOR
SALT LAKE CITY, Utah
UNITED STATES, 84108

WASATCH ADVISORS INC Contact Information

Phone Number: 801-533-0777
Fax Number: 801-533-9828
Website:

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