Our Firm

The team at Seven Canyons combines a rigorous, fundamental, bottom-up stock selection strategy, driven by earning models to identify mispriced assets with vigilant ongoing due diligence. In this way, we believe that we can identify the companies with the best growth prospects in global markets.

The Team

Sam Stewart

  • Portfolio Manager and Founder of Wasatch Advisors, a $17 Billion Mutual Fund firm and pioneer in small and micro cap investing.
    Sam Stewart is the lead Portfolio Manager of the Seven Canyons Strategic Income Fund and a Portfolio Manager on the Seven Canyons World Innovators Fund.  He was also the founder of Wasatch Advisors and over his 43-year tenure at Wasatch he helped build the company into an internationally known brand in global small-cap investing with assets of over $17 billion as of March 31, 2018.

    Mr. Stewart was the former Portfolio Manager for the Wasatch Core Growth Fund, former Chief financial analyst at the U.S. Securities and Exchange Commission, Division of Investment Management Regulation, and a former Professor of Finance at Columbia University Graduate School of Business and at University of Utah.

Spencer Stewart

  • Portfolio Manager and Former Portfolio Manager at Grandeur Peak Advisors
    Spencer Stewart is a Portfolio Manager and Founding Partner of Seven Canyons Advisors. Before Seven Canyons, he was a Senior Research Analyst and a Portfolio Manager at Grandeur Peak Funds where he managed the Grandeur Peak Emerging Opportunities Fund (2013 – 2017), in the Diversified Emerging Markets category, the Grandeur Peak International Opportunities Fund (2015-2016), and the Grandeur Peak Global Reach Fund (2013-2015).  Mr. Stewart was previously a research analyst at Wasatch and an analyst at Sidoti & Company in NY, a small cap stock institutional brokerage firm.

Josh Stewart

  • Lead Portfolio Manager of the Seven Canyons World Innovators Fund
    Josh Stewart is the lead Portfolio Manager of the Seven Canyons World Innovators Fund. Previously to joining Seven Canyons Josh worked as a Portfolio Manager and Senior Analyst at Wasatch Advisors and as an Analyst at Sidoti & Company.  Under Josh and Sam's management, the World Innovators Fund received the 2018 Lipper Fund Award for best Global Multi-Cap Growth fund for the 10 year period ending 2018.

Eric Moessing

  • Eric Moessing is the Chief Operating Officer 
    Eric Moessing is a the Chief Operating Officer and Founding Partner of Seven Canyons Advisors.  Before Seven Canyons, he worked as a CEO in the health/senior care industry for thirteen years, achieving clinical and financial success in an evolving and highly regulated industry.

    Mr. Moessing began his career as a manufacturing engineer, working in Silicon Valley for Space Systems/Loral, Adept Technology, and SurgRx. He holds an MBA from Brigham Young University.

Justin Bodily

  • Mr. Bodily is a global Research Analyst.
    Justin Bodily is a Quantitative Research Analyst. He is responsible for managing and continuously improving the firm's research process. Prior to joining Seven Canyons Advisors, Mr. Bodily was a Senior Associate at Goldman Sachs. In this role, he conducted portfolio risk analysis by building and operating stress test models for institutional and private wealth clients. Mr. Bodily is a CFA candidate who earned an MBA from the University of Utah. Aside from golf, skiing, and scuba diving Justin is pursuing his personal goal of qualifying for the Boston Marathon. Justin, and his wife, Bethany have three children.


There is a broad belief that global investing requires an armada of analysts. In reality we find our DRIVE process is the most effective.

  • Define - The type of company we are looking for is the result of decades of investment experience
  • Refine – Using time and experience tested screening narrows the universe of more than 30,000 companies
  • Investigate - Screen companies to determine if they merit further analysis.
  • Vet - Often based on an on site visit but always based on prior contact with company, competitors and industry experience
  • Establish positions – Based on results emerging from the process.

The Lipper Fund Awards program honors funds that have excelled in delivering consistently strong risk adjusted performance, relative to peers. Lipper designates award-winning funds in most individual classifications for the three-, five- and 10-year periods ending November 30th of the prior year. Lipper Award designations are not intended to constitute investment advice or predict future results and Lipper does not guarantee the accuracy of this information. In addition to periods of positive returns, the Wasatch/Seven Canyons fund that received a Lipper Award has experienced some periods of negative returns during the award time frame. Past performance is not indicative of future results.

Disclosure Lipperfund

All investing involves risk. Investments in securities of foreign companies involve additional risks, including less liquidity, currency-rate fluctuations, political and economic instability and differences in financial reporting standards and securities market regulation. Investing in small and micro-cap funds will be more volatile and loss of principal could be greater than investing in large cap or more diversified funds.

An investor should consider investment objectives, risks, charges and expenses carefully before investing. Click this link to obtain a Prospectus, which contains this and other information, or call us at +1 (833) 722-6966. Read the prospectus carefully before investing.

© 2020 Seven Canyons. All rights reserved. Seven Canyons Funds are distributed by ALPS Distributors, Inc. (ADI).