ABOUT US

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.

Wes Golby

  • Portfolio Manager and Former Partner at S-Squared Technology
    Wesley Golby is a Portfolio Manager and Founding Partner of Seven Canyons Advisors. Before Seven Canyons, he was Director of Research for Fleckenstein Capital Management, a short-biased hedge fund from 2013-2017.

    Mr. Golby was a Partner and Portfolio Manager from 2001 to 2013 at S-Squared Technology, LLC, a TMT-focused hedge fund.  Mr. Golby was a senior analyst at First Security Van Kasper from 1997 to 1999, where he covered small- and mid-cap software and internet companies and provided recommendations to institutional money management firms.

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 global Research Analyst and is actively involved in each aspect of the research process. 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 focused on portfolio risk analysis while constructing and running stress test models for institutional and private wealth clients. Mr. Bodily is a CFA candidate who will be graduating with an MBA in Finance from the University of Utah. Aside from Golf, Skiing, and Scuba Diving Justin is pursuing his personal goal of qualifying and competing in the Boston Marathon. Justin, and his wife, Bethany have two children.

OUR RESEARCH PROCESS

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 - Screened 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.

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 1-801-349-2718. Read the prospectus carefully before investing.

© 2018 Seven Canyons. All rights reserved. Seven Canyons Funds are distributed by ALPS Distributors, Inc. (ADI).