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Wasatch International Opportunities Fund® Institutional Class (WIIOX)

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Keadaan

Frekuensi

Sekali
%

Frekuensi

Frekuensi

Kaedah Penyampaian

Status

Tambah kepada/Keluarkan daripada Portfolio Tambah kepada Portfolio
Tambah ke Senarai Lihat
Tambah Kedudukan

Kedudukan berjaya ditambah ke:

Sila namakan portfolio pegangan anda
 
3.08 0.00    0%
28/06 - Ditutup. Matawang dalam USD ( Penolak Tuntutan )
Jenis:  Dana
Pasaran:  Amerika Syarikat
Penerbit:  Wasatch
Kelas Aset:  Ekuiti
  • Penarafan Morningstar:
  • Jumlah Aset: 207.67M
Wasatch International Opps Instl 3.08 0.00 0%

Tinjauan WIIOX

 
Di laman ini anda akan mendapat profil terperinci Wasatch International Opportunities Fund® Institutional Class. Ketahui tentang pengurusan kanan, jumlah aset, strategi pelaburan dan maklumat untuk dihubungi WIIOX antara maklumat lain.
Kategori

Foreign Small/Mid Growth

Jumlah Aset

207.67M

Perbelanjaan

1.92%

Tarikh Permulaan

42401

Maklumat Untuk Dihubungi

Alamat P.O. Box 2172
Milwaukee,WI
United States
Telefon +1 8005511700

Eksekutif Tinggi

Nama Tajuk Sejak Sehingga
Daniel Chace Portfolio Manager 2020 now
Biografi 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.
Allison He Associate Portfolio Manager 2018 now
Biografi Allison He, CFA has been an associate portfolio manager. She joined Wasatch Advisors in 2013 as a senior research analyst on the international research team. She has a background in data engineering and analytics. Prior to joining Wasatch advisors, she was a vice president and associate portfolio manager at Western Investment LLC, a multi-strategy hedge fund. Ms. He earned a Master of Business Administration from the Wharton School of the University of Pennsylvania where she was awarded the Palmer Scholar honor. Ms. He also holds a Master of Engineering in Computer Science from the University of Utah. She is also a CFA charterholder.
Linda Lasater Lead Portfolio Manager 2016 now
Biografi Linda Lasater, CFA, has been a Portfolio Manager since 2017. Ms. Lasater is also a Lead Portfolio Manager for Wasatch International Micro Cap portfolios and a Portfolio Manager for Wasatch International Small Cap Growth portfolios. She joined Wasatch Advisors in 2006 as a Senior Equities Analyst on the international research team. Prior to joining Wasatch Advisors, Ms. Lasater worked as an investment applications project lead with AIM Investments. Ms. Lasater earned a Master of Business Administration from the Tuck School of Business at Dartmouth, and a Bachelor of Business Administration in Management Information Systems from the University of Texas.
Jared Whatcott Associate Portfolio Manager 2014 2020
Biografi Jared Whatcott, CFA joined Wasatch Advisors in 2005 as a senior equities analyst on the international research team. Prior to joining Wasatch, Mr. Whatcott was a Captain in the United States Air Force, where he served as a contracting officer. Mr. Whatcott earned a Master of Business Administration from the Darden School at the University of Virginia and a Bachelor of Science in Management with a minor in Foreign Language (Mandarin Chinese) from the United States Air Force Academy.
Laura Geritz Research Analyst 2011 2016
Biografi Ms. Geritz is the founder and chairwoman of Rondure Global Advisors. A seasoned international investor across the market capitalization spectrum, she is the lead Portfolio Manager of Rondure New World (RNWIX), which focuses on emerging markets, as well as a secondary Portfolio Manager on Rondure Overseas (ROSIX), which covers international markets. In 2023, Laura handed off the CEO role to Jennifer Dunne and CIO role to Blake Clayton in order to maximize her focus on research and portfolio management. Prior to founding Rondure Global Advisors in 2016, Ms. Geritz spent ten years on the international team at Wasatch Advisors where she was the founding Portfolio Manager for the Wasatch Frontier Emerging Small Countries Fund, a lead Portfolio Manager for the Wasatch International Opportunities Fund, and a lead Portfolio Manager for the Wasatch Emerging Markets Small Cap Fund. Ms. Geritz began her financial career in 1997 at American Century Investments as a bilingual investor relations representative. She moved to the investment team in 1999 where she worked as a US Mid/Large Core and Global analyst. In 2004, she joined Mellon Corporation as a senior analyst working on US small- and micro-cap funds. Ms. Geritz is the only woman included in the book Richer, Happier, Wiser. She is a past Lipper award winning portfolio manager and continues to be featured in prominent media outlets including Barron’s, CNBC and Morningstar. Ms. Geritz graduated with honors from the University of Kansas, earning a BA in Political Science and History. Later, she earned a Master's degree in East Asian Languages and Culture from the University of Kansas. Ms. Geritz is a CFA charter holder. Laura has lived in Japan and speaks Japanese. She is an avid reader. Laura and her husband, Robb, enjoy traveling the globe, and working with children’s charities locally and globally.
Roger D. Edgley Director 2005 2015
Biografi Roger Edgley, CFA is Director of International Research for Wasatch Advisors. Prior to joining Wasatch in 2002, Mr. Edgley was a principal, director of international research and portfolio manager for Chicago-based Liberty Wanger Asset Management. Mr. Edgley joined Wanger Asset Management as an equities analyst in 1994. Mr. Edgley is a native of the United Kingdom and earned a BS with honors in Psychology from the University of Hertfordshire, a MA in Philosophy from the University of Sussex and a MS in Social Psychology with Statistics from the London School of Economics.
Blake H. Walker CIO (Chief Investment Officer) 2005 2011
Biografi Blake H. Walker is the Chief Investment Officer and Executive Vice President for Grandeur Peak Global Advisors. Before co-founding Grandeur Peak Global Advisors in 2011, Mr. Walker was a portfolio manager co-managing two funds at Wasatch Advisors. Mr. Walker joined the research team at Wasatch Advisors in 2001. Mr. Walker has a B.S. in Accounting from Brigham Young University. He is originally from Toronto, Canada. Mr. Walker speaks French and lived in France for two years.
Management Team - 2005 2005
Biografi Team Managed
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