Wasatch Global Investors
Wasatch Global Investors, headquartered in Salt Lake City, Utah, is an employee-owned investment firm managing $27.3 billion in assets with a focus on micro-, small-, and mid-cap investing. Founded in 1975, the company integrates ESG factors into its investment process and supports various global sustainability initiatives.
History
Wasatch Global Investors was founded in 1975 and is headquartered in Salt Lake City, Utah. The firm has grown to manage $27.3 billion in assets and remains 100% employee-owned. Over the years, Wasatch Global Investors has built a reputation for closing successful investment strategies to protect the interests of its existing clients.
Investment Strategies and Specializations
Wasatch Global Investors offers 19 different investment strategies, with a strong focus on micro-, small-, and mid-cap equity management. The firm uses a collaborative and team-based approach to investment decision-making, integrating Environmental, Social, and Governance (ESG) factors into its due diligence process. Wasatch Global Investors aims to provide solid investment opportunities through a variety of mutual funds and separate accounts.
Commitment to ESG and Sustainability
Wasatch Global Investors integrates ESG factors into its investment analysis and decision-making processes. The firm has a dedicated ESG team that performs specialized due diligence on high-priority holdings. Since January 2018, Wasatch has been a signatory of the UN Principles for Responsible Investment (UNPRI). The company also supports the Task Force on Climate-Related Financial Disclosures (TCFD) and endorsed the Paris Climate Agreement. Additionally, Wasatch adopted the OECD Guidelines for Responsible Business Conduct and became a member of the IFRS Sustainability Alliance.
Employee Ownership and Workplace Culture
Wasatch Global Investors is entirely employee-owned, with a team of 92 people. The firm promotes a collaborative and inclusive culture, emphasizing diversity and involvement in community activities. Employees are encouraged to participate in charitable endeavors, supported by a charitable gift matching program which underlines the company’s commitment to social responsibility.
Location and Headquarters
Wasatch Global Investors is headquartered in Salt Lake City, Utah. The location supports the company’s investment operations and serves as the central hub for its team-based and collaborative investment approach.