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 06/30/21. The fund's latest filing disclosed 25BN in positions, representing 131% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 06/30/21. The fund's latest filing disclosed 25BN in positions, representing 131% of the manager's regulatory AUM.
WASATCH ADVISORS INC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WASATCH ADVISORS INC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| GLOB | 2.37% | Tech | 39.19% | 0.73% | 10 | 0% | ||
| LPRO | 2.34% | Financials | -22.86% | -0.64% | 4 | 0% | ||
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FEATURED IN
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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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
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: http://www.wasatchadvisors.com
Fax Number: 801-533-9828
Website: http://www.wasatchadvisors.com
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