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Wasatch Micro Cap Fund (WMICX)
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22/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 633.92M
Wasatch Micro Cap
8.71
+0.17
+1.99%
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WMICX Overview
On this page you'll find an in-depth profile of Wasatch Micro Cap Fund. Learn about the key management, total assets, investment strategy and contact information of WMICX among other information.
Investment Strategy
The investment seeks long-term growth of capital; income is a secondary objective. The fund invests at least 80% of the fund's net assets (plus borrowings for investment purposes) in the equity securities, typically common stock, of micro-capitalization companies. The adviser considers a company to be a micro-capitalization company if its market capitalization, at the time of purchase, is less than the larger of $1.5 billion or the market capitalization of the largest company in the Russell Microcap® Index. It may invest up to 30% of its total assets at the time of purchase in equity securities issued by foreign companies.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Natalie Pesqué | Portfolio Manager | 2022 | Now |
| Biography | Natalie Pesqué, CFA has been an associate portfolio manager for the Micro Cap Fund since January 31, 2022. She joined the Advisor in 2015 as an analyst on the U.S. small cap research team. Prior to joining the Advisor, Ms. Pesqué was an entrepreneur and teaching assistant for Business Law at the University of Utah. She graduated summa cum laude from the David Eccles School of Business at the University of Utah with a Bachelor of Science in Marketing. | ||
| Kenneth A. Korngiebel | Lead Portfolio Manager | 2017 | Now |
| Biography | Kenneth A. Korngiebel, CFA, has been the lead portfolio manager and a portfolio manager at Wasatch Advisors. Mr. Korngiebel joined Wasatch Advisors in 2015, providing additional research support and leadership for the entire U.S. small-cap equity team. His investment career has spanned more than 20 years, during which he has covered small-, mid- and large-cap growth stocks across all sectors. Prior to joining the Advisor, Mr. Korngiebel was a founder, partner and lead portfolio manager at Montibus Capital Management, a business backed by Stifel Financial Corp. At Montibus, he led a team of five investment professionals from 2006 to 2015, managing the firm’s long-only, small-, and SMID-cap growth portfolios totaling $1 billion in assets. Earlier in his career, he was a senior managing director and lead portfolio manager at Columbia Management Company, where he rebuilt a six-person investment team, implemented a new philosophy and process, and managed small-, SMID- and mid-cap growth portfolios totaling $2.6 billion in assets. His tenure at Columbia Management was from 1996 to 2006. Previously, he has been the portfolio manager at Montibus Capital Management LLC in 2006 and is a Managing Director and its Chief Investment Officer. Prior to joining Montibus, he served as a Managing Director at Columbia Management and was the Portfolio Manager. Prior to Columbia Management, he held positions in private equity and commercial real estate. Mr. Korngiebel holds a BA in Economics and Spanish from Stanford University (1987) and an MBA, with a focus on finance, from the Wharton School at the University of Pennsylvania (1996). He is a member of the Portland Society of Financial Analysts. | ||
| Daniel Chace | Portfolio Manager | 2004 | 2021 |
| Biography | Dan Chace, CFA Mr. Chace joined Wasatch Advisors in 2003 and has over 21 years of experience in the investment management industry. Prior to joining Wasatch, Mr. Chace earned a Master of Business Administration from Harvard Business School. Before entering business school in 2000, he worked in New York City as an equities analyst following Latin American financial institutions at J.P. Morgan Securities Inc. From 1999 to 2000, he was the lead Latin American financial institutions analyst at SG Cowen Securities Corporation. Mr. Chace received a Bachelor of Arts in Cultural Anthropology from Pomona College. | ||
| Robert T. Gardiner | CEO | 1995 | 2006 |
| Biography | Robert T. Gardiner, CFA® is the CEO and Director of Research for Grandeur Peak Global Advisors. Before founding Grandeur Peak Global Advisors in 2011, Mr. Gardiner had been a senior partner, principal shareholder and portfolio manager at Wasatch Advisors, Inc. Mr. Gardiner has been in the Investment Management industry since 1981 and involved in managing equity portfolios since 1986. Mr. Gardiner was a Director of Wasatch Advisors and a member of its Executive Management Team from 1994 to 2007. Mr. Gardiner graduated Magna Cum Laude from the University of Utah with a B.A. in Physics, a B.S. in Mathematics, and minors in Chemistry and French. He speaks French and lived in France for two years. Mr. Gardiner holds the Chartered Financial Analyst designation and is a member of the Salt Lake City Society of Financial Analysts. | ||
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