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Wasatch Core Growth Fund(WGROX)

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86.90 +0.68    +0.79%
27/06 - 延遲資料. USD 貨幣 ( 免責聲明 )
種類:  基金
市場:  美國
資產類別:  股票
  • 晨星評級:
  • 總資產: 1.91B
Wasatch Core Growth 86.90 +0.68 +0.79%

WGROX綜觀

 
你可在本頁找到深入的Wasatch Core Growth Fund公司檔案,包括WGROX的主要管理層、總資產、投資策略及聯絡資料,以及各類其他資訊。
類別

Small Growth

總資產

1.91B

費用

1.17%

基金成立

31754

聯絡資訊

地址 P.O. Box 2172
Milwaukee,WI
United States
電話 +1 8005511700

主要管理層

名稱 主旨 成立於 直至
Michael K. Valentine Portfolio Manager 2017 now
自傳 Mike Valentine, portfolio manager, joined Wasatch Advisors in September 2016 as a portfolio manager for the domestic research team. Prior to joining the Advisor, Mr. Valentine was a portfolio manager at Point72 in Boston where he led a team of analysts and managed a long/short fund focused on the technology and telecom sectors. From 2005 to 2012 Mr. Valentine worked at Fidelity Investments as both an analyst and then a portfolio manager covering various industries and sectors ranging from agricultural chemicals to health care. Mr. Valentine holds a Bachelor of Arts degree in Computer Science from Amherst College in Amherst, MA.
Paul S. Lambert Portfolio Manager 2005 now
自傳 Paul Lambert joined Wasatch Advisors as an analyst in 2000. From 1999 until joining the Advisor, Mr. Lambert worked for Fidelity Investments. Mr. Lambert holds a Bachelor of Science in Finance from the University of Utah. He was a founding member of the University of Utah's investment club.
J.B. Taylor Portfolio Manager 2000 now
自傳 JB Taylor is chief executive officer of Wasatch Advisors and a member of its board of directors. He has been the lead portfolio manager for the Wasatch Small Cap Core Growth and Wasatch Small Cap Growth portfolios since 2000 and 2016, respectively. In addition, he is a portfolio manager for the Wasatch Global Small Cap portfolios. Taylor joined Wasatch Advisors as a research analyst in 1996, working on Wasatch Micro Cap Growth portfolios. He began working on Wasatch Small Cap Core Growth portfolios as a senior research analyst in 1999.
Samuel S. Stewart Founder 1986 2005
自傳 Sam Stewart was the founder of Wasatch Advisors. During his 43 year tenure, he grew Wasatch to over $17 Billion in assets. Before Wasatch, Sam was a professor of finance at Columbia and the University of Utah, and a Chief Financial Analyst at the SEC. Sam is currently the Lead Portfolio Manager on the Seven Canyons Strategic Income Fund and is also a Portfolio Manager on the Seven Canyons World Innovators Fund and Ark Global Emerging Markets LP.
Jeff Cardon CEO 1986 1997
自傳 Jeff Cardon, CFA is a Director of Wasatch. He was Chief Executive Officer of Wasatch from 2009 to January 2016, and President and Treasurer of the Advisor from 1995 to January 2016. Mr. Cardon joined the Advisor in 1980. He holds a Bachelor of Science in Finance from the University of Utah.
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