Karti Bhatt

Portfolio Manager-Equities at

Wasatch Advisors LP

Finance

Consumer Services

Profile

Mr. Karti G.
Bhatt is a Client Portfolio Manager at Wasatch Advisors LP.
He joined Wasatch Global Investors in 2022.
He has 21 Years of Industry Experience.
Previously, Mr. Bhatt was at JPMorgan in New York where he was an Executive Director and Research Analyst on the Manager Selection team.
He also headed the JPMorgan Private Bank Advisory Program and Thematics manager research for the Wealth Management business.
Prior to JPMorgan Mr. Bhatt was an Equity Analyst for nearly a decade covering the Specialty Finance and REIT sectors at Bank of America Merrill Lynch, Morgan Stanley, and Piper Jaffrey in New York.
He earned a BA in Economics from U.C.
Berkeley and an MBA from the Haas School of Business at Berkeley.

Karti Bhatt active positions

Companies	Position	Start
Wasatch Advisors LP Wasatch Advisors LP Investment ManagersFinance Wasatch develops a fundamental, bottom-up research method that focuses on the long-term growth potential of companies and finding market inefficiencies. The firm initially focused on investing in the stocks of companies with small market capitalizations, and over time has organically evolved into additional asset classes. They select investments for clients based solely on investment considerations, including whether the investments are suitable for the client and consistent with the client’s investment objectives and guidelines.	Portfolio Manager-Equities	01/09/2022

All active positions of Karti Bhatt

Former positions of Karti Bhatt

Companies	Position	End
Merrill Lynch, Pierce, Fenner & Smith, Inc. Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	01/02/2015
Susquehanna Financial Group LLLP Susquehanna Financial Group LLLP Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	20/04/2010
Banc of America Securities LLC Banc of America Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	31/12/2008
Morgan Stanley & Co. LLC Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	31/08/2008
Piper Sandler & Co. (Broker) Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	-

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Linked companies

Private companies	8
Wasatch Advisors LP Wasatch Advisors LP Investment ManagersFinance Wasatch develops a fundamental, bottom-up research method that focuses on the long-term growth potential of companies and finding market inefficiencies. The firm initially focused on investing in the stocks of companies with small market capitalizations, and over time has organically evolved into additional asset classes. They select investments for clients based solely on investment considerations, including whether the investments are suitable for the client and consistent with the client’s investment objectives and guidelines.	Finance
Piper Sandler & Co. (Broker) Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Provides brokerage services	Finance
Susquehanna Financial Group LLLP Susquehanna Financial Group LLLP Investment Banks/BrokersFinance Provides brokerage services	Finance
Morgan Stanley & Co. LLC Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Banc of America Securities LLC Banc of America Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
University of California, Berkeley University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Merrill Lynch, Pierce, Fenner & Smith, Inc. Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
Haas School of Business Haas School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services