About
Dan Chace, CFA, is a Portfolio Manager at Wasatch Advisors LP (also known as Wasatch Global Investors) based in Salt Lake City, Utah, where he leads the firm's international micro cap and emerging markets investment strategies. He is responsible for overseeing portfolios focused primarily on international equities, with a particular emphasis on micro-cap and small-cap companies outside the United States, including those in emerging markets. His investment approach leverages rigorous bottom-up company research to identify businesses with strong long-term growth prospects, often targeting firms with market capitalizations below $2 billion at the time of purchase.
Mr. Chace joined Wasatch in 2002 as a Senior Analyst and became a Portfolio Manager in 2003. Before joining Wasatch, he built his career as an equities analyst at leading investment banks in New York, including J.P. Morgan Securities and SG Cowen Securities, where he covered Latin American financial institutions. His earlier analytical experience in both the U.S. and Latin America has provided him with a nuanced understanding of global small-cap and emerging market investment dynamics.
He holds an MBA from Harvard Business School and a BA in Cultural Anthropology from Pomona College, and he is a CFA charterholder. Notably, Mr. Chace also served as a U.S. Peace Corps volunteer in Paraguay, where he worked on water sanitation and health infrastructure—experience that has contributed to his global perspective and disciplined research approach. He is recognized for his deep expertise in global micro-cap and emerging market equities, making significant contributions to Wasatch's international equity platform.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Wasatch Global Investors | Portfolio Manager | Dec 2003 to Present | — |
| Wasatch Advisors | Senior Equity Analyst | Jun 2002 to Dec 2003 | — |
| SG Cowen | Analyst | Jan 1998 to Jan 2000 | — |
| Merrill Lynch | Analyst | Jan 1997 to Jan 1998 | — |
| Oppenheimer Investments | Analyst | Jan 1996 to Jan 1997 | — |
| Peace Corps | Volunteer | Jan 1994 to Jan 1996 | — |
| Appalachian Mountain Club | Hut crew | Jun 1989 to Sep 1992 | — |
Education
Harvard Business School
MBA
2000 — 2002
Pomona College
BA, Cultural Anthropology
1988 — 1992
Skills & Expertise
Others at Wasatch Advisors LP (33)
| Name | Role | Location |
|---|---|---|
A Aaron Conway | Equity Research Analyst | United States |
A Ajay Krishnan | Portfolio Manager | Salt Lake City, UT , United States |
A Angela Wertman | Equities Trader | Salt Lake City, UT , United States |
A Austin Bone | Portfolio Manager | Salt Lake City, UT , United States |
| Equity Research Analyst | Salt Lake City, UT , United States | |
| Head Trader | Salt Lake City, UT , United States | |
| Senior Research Analyst | Salt Lake City, UT , United States | |
| Senior Research Analyst | Dallas, TX , United States | |
| Senior Research Analyst | Seattle, WA , United States | |
J Jim Shaughnessy | Equity Analyst | Salt Lake City, UT , United States |