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Wasatch Long/short Fund Investor Class (FMLSX)

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Wasatch Long/Short Investor historical data, for real-time data please try another search
12.93 +0.01    +0.08%
21/09 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 40.28M
Wasatch Long/Short Investor 12.93 +0.01 +0.08%

FMLSX Overview

 
On this page you'll find an in-depth profile of Wasatch Long/short Fund Investor Class. Learn about the key management, total assets, investment strategy and contact information of FMLSX among other information.
Category

Long-Short Equity

Total Assets

40.28M

Expenses

1.86%

Inception Date

37834

Contact Information

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

Top Executives

Name Title Since Until
David R. Powers Lead Portfolio Manager 2017 2018
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.
Terry Lally Co-Founder 2016 2017
Biography Terry Lally, CFA joined Wasatch Advisors, Inc in 2015 as a senior research analyst to work alongside Michael Shinnick on long/short portfolios. Before joining Wasatch, Mr. Lally was chief investment officer for equity long/short investing at Spotlight Funds and for activist investing at Spotlight Capital Management, a firm he co-founded in 2007. Prior to that, Mr. Lally was a portfolio manager and principal with Cramer Rosenthal McGlynn in New York. He began his investment career in 1989 as an analyst with Prudential Investments. Mr. Lally graduated magna cum laude with a Bachelor of Business Administration from the University of Notre Dame. He later earned a Master of Business Administration from Harvard University.
Michael Shinnick Lead Portfolio Manager 2003 2017
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.
Ralph C. Shive Lead Portfolio Manager 2003 2016
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.
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