Wasatch Global Investors, founded in 1975, offers discretionary investment advice to mutual funds, collective trusts, separately managed accounts, and sub-advised products. Wasatch manages investments in growth, core, and value styles across micro, small, mid, and large cap securities in domestic and international markets. Wasatch also provides administrative services to other firms. Wasatch is 100% employee owned.
Fee Structure
Wasatch Global Investors manages investments for mutual funds and separate accounts. Fees for mutual funds vary depending on the fund, ranging from 0.50% to 1.75% of assets managed annually. Separate account fees are based on a percentage of assets managed and can be negotiated depending on the account size and investment style. Some separate accounts may also have performance-based fees.