
Eric Bergeson
President
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- Full Name
- Eric Scott Bergeson
- Title
- Board Member (President of Wasatch Global Investors, 2016–2025; retired Dec 31, 2025)
- Firm
- Wasatch Global Investors (mutual funds marketed under the Wasatch Funds brand)
- Firm Type
- Employee-owned public-equity asset manager / mutual fund company — not an angel or seed-stage investor
- Investment Stage
- Public/listed equities (predominantly small- and micro-cap growth and value companies). *Note: the "Angel Investors / Seed Round" label in the source stub is a misclassification — Wasatch does not make angel or seed-stage private investments.*
- Sector Focus
- Broadly diversified small-cap equity across sectors; the firm runs growth, value, international, emerging-markets, and micro-cap strategies
- Geographic Focus
- Global — U.S., international developed, and emerging markets
- Location
- Salt Lake City, Utah, USA
Background
Eric Scott Bergeson (born January 1, 1966, in Salt Lake City) served as President of Wasatch Global Investors, a 100% employee-owned investment manager founded in 1975 and headquartered in Salt Lake City with roughly $26.7 billion in assets under management (as of August 31, 2025). He joined Wasatch in 1998 and was named President in 2016, a role he held until concluding a 27-year career at the firm. Under a long-term succession plan announced December 3, 2024, Bergeson remained President throughout 2025, retired on December 31, 2025, and continues to serve on the firm's Board of Directors (through at least the end of 2026); his presidential duties were absorbed by the Board upon his retirement.
Before Wasatch, Bergeson was director of operations for GSS/Array Technology, an electronics manufacturer headquartered in Bangkok, Thailand, and earlier worked as an associate with J.P. Morgan Securities in New York. He earned an MBA from Stanford Graduate School of Business and a BA in Political Science from Brigham Young University, where he played college football for the BYU Cougars as an All-WAC defensive back.
Bergeson had a professional athletic career before finance: from 1990 to 1993 he played in the National Football League as a free safety, with stints on the Atlanta Falcons, Houston Oilers, and New England Patriots. Outside of work he is described as enjoying fly fishing, surfing, golf, and hiking in Utah.
It is worth emphasizing that Bergeson's role at Wasatch was as a firm executive and leader of a traditional long-only asset management business — not as a portfolio manager placing individual bets or as an angel investor writing checks into startups. Wasatch's investing is done by dedicated portfolio-manager teams investing shareholder capital in publicly traded equities through registered mutual funds and separate accounts.
Investment Thesis & Focus
- Wasatch is a "comprehensive small-cap equity manager singularly focused on delivering superior risk-adjusted returns" across roughly 21 strategies spanning market caps and geographies — its investing centers on quality small- and micro-cap companies held for the long term, not private/seed deals.
- Vehicles are registered mutual funds and institutional strategies (e.g., Wasatch Small Cap Growth, Small Cap Value, Global Small Cap, International Small Cap Value, Micro Cap, Emerging Markets).
- The firm is 100% employee-owned, a structure Bergeson repeatedly credited for cultural continuity: *"As a 100% employee-owned firm, our shared vision will enable a seamless passing of the torch, as it has in past transitions."*
- Bergeson's mandate as President was firm leadership, strategy, and succession/culture stewardship rather than security selection.
Notable Investments
- Wasatch Small Cap Growth Fund (WAAEX) — the firm's flagship U.S. small-cap growth strategy.
- Wasatch Small Cap Value Fund (WMCVX) — U.S. small-cap value.
- Wasatch Global Small Cap Value Fund (WACVX) — global small-cap value.
- Wasatch Micro Cap and International/Emerging Markets strategies — part of a lineup the firm expanded, including new small-cap value fund launches.
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