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Wasatch Global Value Fund™ Investor Class Shares (FMIEX)

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9.08 -0.05    -0.55%
28/06 - Closed. Currency in USD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 105.12M
Type:  Fund
Market:  United States
Issuer:  Wasatch
Asset Class:  Equity
Wasatch Large Cap Value Investor 9.08 -0.05 -0.55%

FMIEX Overview

 
On this page you'll find an in-depth profile of Wasatch Global Value Fund™ Investor Class Shares. Learn about the key management, total assets, investment strategy and contact information of FMIEX among other information.
Category

World Large-Stock Value

Total Assets

105.12M

Expenses

1.11%

Inception Date

35333

Investment Strategy

The investment seeks capital appreciation and income. Under normal market conditions, the fund will invest its net assets primarily in the equity securities of foreign and domestic companies of all market capitalizations. It will typically invest in securities issued by companies domiciled in at least three countries, including the United States. The fund will invest a significant portion of its total assets in companies domiciled in foreign countries.

Contact Information

Address P.O. Box 2172
Milwaukee,WI
United States
Phone +1 8005511700

Top Executives

Name Title Since Until
David R. Powers Portfolio Manager 2013 Now
Biography David Powers, CFA, joined Wasatch Advisors in July, 2013, has many years of investment experience. Mr. Powers most recently serving as a portfolio manager with Eagle Asset Management. Prior to joining Eagle, he worked as a portfolio manager with ING Investment Management. While at ING, Mr. Powers also worked as a senior sector analyst covering telecommunication services, utilities, energy and materials. His experience includes several senior investment positions with Federated Investors from 2001 through 2007. Mr. Powers began his investment career at the State Teachers Retirement System of Ohio. He holds a Bachelor of Science in Accounting from Fairleigh Dickinson University and a Master’s degree in Accounting and earned a Master of Business Administration from Kent State University.
Ralph C. Shive Lead Portfolio Manager 1996 2013
Biography Ralph C. Shive, CFA, has joined Wasatch Advisors Inc. in 2008. Mr. Shive was the portfolio manager of the 1st Source Monogram Income Equity Fund (the predecessor fund to the Wasatch Large Cap Value Fund) from September 1996 until December 2008. Mr. Shive served as Vice President and Chief Investment Officer of 1st Source from April 1998 through December 2008 and served as Investment Officer of 1st Source Bank from September 1989 through December 2008. Mr. Shive has worked as an analyst and portfolio manager for over 30 years after receiving his Bachelor of Arts from Southern Methodist University.
Michael Shinnick Lead Portfolio Manager 2008 2013
Biography Mr. Shinnick joined Wasatch Advisors in 2008 when the 1st Source Funds were acquired by Wasatch Advisors. Mr. Shinnick was a portfolio manager of the 1st Source Monogram Long/Short Fund (the Predecessor Fund to the Long/Short Fund). Mr. Shinnick served as a Portfolio Manager of 1st Source Corporation Investment Advisors, Inc. from May 2003 through December 2008. From 1994 to 2000, Mr. Shinnick was a principal and then a partner with Diamond Technology Partners, Inc., Chicago, Illinois, a global management consulting firm. From 2000 to 2001, Mr. Shinnick was an officer of Zurich Financial Services, Inc., New York, New York, in its Z-COSM venture group. From 2002 to May 2003, Mr. Shinnick was a private investor. Mr. Shinnick received a Bachelor of Arts from the University of Notre Dame.
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