Jonathan Poole

Jonathan Poole is an Analyst at Wasatch Global Investors based in San Francisco, California, where he performs equity research and investment analysis to support the firm’s portfolio management process. His role involves identifying and evaluating investment opportunities, conducting detailed financial modeling, and generating insights across a range of sectors as part of Wasatch’s growth-focused strategies.

Prior to joining Wasatch in November 2022, Jonathan was a Senior Equity Research Associate at Dodge & Cox, where he specialized in fundamental analysis for public equity investments and contributed to sector coverage and stock recommendations. This experience fostered his expertise in analyzing companies' financial health, competitive positioning, and long-term value creation, with particular attention to U.S. and global equities.

Jonathan holds a Bachelor’s Degree in Finance from Brigham Young University, reflecting a strong academic foundation in financial modeling, valuation, and investment analysis. His professional focus includes equity securities with exposure to both established and emerging companies, and he is recognized for his methodical approach to sector-level research within the asset management industry.