Wasatch Global Investors Welcomes Mark Madsen and Karson Schrader

SALT LAKE CITY--(BUSINESS WIRE)--Wasatch Global Investors is pleased to announce the additions of Portfolio Manager Mark Madsen, CFA and Senior Research Analyst Karson Schrader to its investment team. The two will lead Wasatch’s new Global Small Cap Value and International Small Cap Value strategies, further strengthening the firm’s small-cap value expertise.

Mark and Karson join from Grandeur Peak Global Advisors, where Mark was the portfolio manager of the Grandeur Peak Global Contrarian Fund (GPGCX), and Karson was a lead analyst for the fund.

Recognizing the importance of continuity for investors, Wasatch has structured its new Global Small Cap Value strategy to closely reflect the portfolio Mark led at Grandeur Peak. This strategy is available immediately as a separate account.

The new strategies expand Wasatch’s lineup of small-cap value offerings. The firm already has a U.S.-focused small-cap value strategy and U.S.-focused micro-cap value strategy. The existing Wasatch strategies utilize a quality-value approach similar to that of Mark and Karson, which should make for a seamless fit within Wasatch’s small-cap value lineup.

“These new strategies complement our existing small- and micro-cap value strategies and are driven by a like-minded, quality-value approach,” said Eric Bergeson, president of Wasatch Global Investors. “Our small- and micro-cap value strategies have a long history of generating alpha utilizing this approach, and we’re not surprised that Mark and Karson have had similar success with a shared philosophy.”

While Mark and Karson will be responsible for the new value strategies, they will be integrated within the broader Wasatch research team. Their research and coverage will support Wasatch’s existing international small-cap and global small-cap strategies.

For Mark, the research team will be familiar. He started his career as a senior research analyst on Wasatch’s Small Cap Value strategy in 2004 and has already worked with many long-standing members of the investment team.

“We’re pleased to add Mark and Karson to the team and to add to our value lineup,” said Mike Yeates, CEO of Wasatch Global Investors. “Over the past 50 years, Wasatch has strived to provide clients with a comprehensive platform of quality-oriented offerings across the micro-, small- and mid-cap spectrum, and we’re excited about this next step.”

About Wasatch Global Investors

Wasatch Global Investors is a 100% employee-owned investment manager founded in 1975 and headquartered in Salt Lake City, Utah. Named after the nearby Wasatch Mountain Range, the firm brings unparalleled experience to U.S. and international micro-, small- and mid-cap investing with a culture that emphasizes collaboration, excellence and intellectual curiosity. Wasatch had $29 billion in assets under management as of January 31, 2025. Wasatch Global Investors is registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940.

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