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Dan Chace

Portfolio Manager at Wasatch Advisors LP

Salt Lake City, UT , United States

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

OrganizationRoleDate RangeDetails
Wasatch Global InvestorsPortfolio ManagerDec 2003 to Present
Wasatch AdvisorsSenior Equity AnalystJun 2002 to Dec 2003
SG CowenAnalystJan 1998 to Jan 2000
Merrill LynchAnalystJan 1997 to Jan 1998
Oppenheimer InvestmentsAnalystJan 1996 to Jan 1997
Peace CorpsVolunteerJan 1994 to Jan 1996
Appalachian Mountain ClubHut crewJun 1989 to Sep 1992

Education

Harvard Business School

MBA

2000 2002

Pomona College

BA, Cultural Anthropology

1988 1992

Skills & Expertise

Equities
Asset Management
Financial Modeling
Valuation
Investments
Portfolio Management
Emerging Markets
Private Equity
Alternative Investments
Equity Research
Hedge Funds
Asset Allocation
Mutual Funds
Venture Capital
Fixed Income
Investment Management

Others at Wasatch Advisors LP (33)

NameRoleLocation
A
Aaron Conway
Equity Research AnalystUnited States
A
Ajay Krishnan
Portfolio ManagerSalt Lake City, UT , United States
A
Angela Wertman
Equities TraderSalt Lake City, UT , United States
A
Austin Bone
Portfolio ManagerSalt Lake City, UT , United States
Brett Davidson
Brett Davidson
Equity Research AnalystSalt Lake City, UT , United States
Brodie Pollard
Brodie Pollard
Head TraderSalt Lake City, UT , United States
Christopher Leikhim
Christopher Leikhim
Senior Research AnalystSalt Lake City, UT , United States
David Granik
David Granik
Senior Research AnalystDallas, TX , United States
Jill Wahleithner
Jill Wahleithner
Senior Research AnalystSeattle, WA , United States
J
Jim Shaughnessy
Equity AnalystSalt Lake City, UT , United States
Showing 1-10 of 33 team members

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