Designed to provide a stable return between stocks and bonds with moderate quarterly income
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Portfolio Manager Sam Stewart generally considers the following characteristics when investing in equity securities:
Characteristics he considers when investing in fixed income securities generally include:
Sam Stewart is the lead Portfolio Manager of the Wasatch Strategic Income Fund and a Portfolio Manager on the Wasatch World Innovators Fund. Sam Stewart is 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.