Sign up to create alerts for Instruments,
Economic Events and content by followed authors
Free Sign Up Already have an account? Sign In
31.47
+0.34
+1.09%
Quotes
All Instrument Types
- All Instrument Types
- Indices
- Equities
- ETFs
- Funds
- Commodities
- Currencies
- Crypto
- Bonds
- Certificates
Please try another search
NVDA gained a massive 197% since our AI first added it in November - is it time to sell? 🤔 Read more
Wasatch Ultra Growth Fund (WAMCX)
Add to/Remove from a Portfolio
Add to Watchlist
Wasatch Ultra Growth
31.47
+0.34
+1.09%
- Overview
- Profile
- Historical Data
- Holdings
WAMCX Overview
On this page you'll find an in-depth profile of Wasatch Ultra Growth Fund. Learn about the key management, total assets, investment strategy and contact information of WAMCX among other information.
Investment Strategy
The investment seeks long-term growth of capital; income is a secondary objective. The fund invests primarily in smaller high growth companies. It will invest the fund's assets in the equity securities, typically common stock, of smaller companies that the managers believe have the potential for rapid growth in earnings per share. The fund may invest up to 30% of its total assets at the time of purchase in securities issued by foreign companies. It may invest a large percentage of its assets in a few sectors. These sectors were information technology, health care, consumer discretionary, financials, and industrials.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| John Malooly | Portfolio Manager | 2012 | Now |
| Biography | John Malooly, CFA joined Wasatch Advisors in 1997 as portfolio manager. Prior to joining Wasatch, Mr. Malooly was an investment specialist at UMB Fund Services. Mr. Malooly is a Wisconsin native. He graduated from Marquette University, earning a Bachelor of Science in Business Administration. | ||
| Paul S. Lambert | Portfolio Manager | 2012 | 2014 |
| Biography | 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. | ||
| Ajay Krishnan | Portfolio Manager | 2000 | 2013 |
| Biography | Mr. Krishnan joined Wasatch Advisors as a Research Analyst in 1994. He was a Research Analyst on Wasatch Small Cap Ultra Growth portfolios prior to becoming a Portfolio Manager. He holds a Master of Business Administration from Utah State University and a Bachelor of Science in Physics with a minor in Mathematics from Bombay University. | ||
| Neal Dihora | Co-Portfolio Manager | 2006 | 2008 |
| Biography | Dihora initially joined Wasatch Advisors Inc. in 2002 and worked for a year as a senior equities analyst. He then went to Nicholas Company Inc. as a research analyst and rejoined Wasatch in 2006. Mr. Neal Dihora has been Co-Portfolio Manager and joined Nicholas as a senior research analyst in June 2015. Dihora holds the Chartered Financial Analyst designation. | ||
| Karey Barker | Portfolio Manager, Senior Research Analyst, Member | 1992 | 2007 |
| Biography | Barker is a portfolio manager and senior research analyst with Wasatch Advisors, her employer since 1989. In 1995, she was elected to the firm's board of directors. She also serves on the firm's investment committee. Barker holds the Chartered Financial Analyst designation in 1993. She is a member of the Salt Lake City Society of Financial Analysts. | ||
| Samuel S. Stewart | Founder | 1992 | 2000 |
| Biography | 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. | ||
Write your thoughts about Wasatch Ultra Growth Fund
Are you sure you want to delete this chart?
Delete Cancel
Replace the attached chart with a new chart ?
Replace Cancel
Comment Guidelines
Add Chart to Comment
Confirm Block
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
Report this comment
I feel that this comment is:
Comment flagged
Thank You!
Your report has been sent to our moderators for review