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Ben Andrews

Portfolio Manager and Analyst at Columbia Wanger Asset Management LLC

Ben Andrews is a Portfolio Manager and Analyst at Columbia Wanger Asset Management LLC, specializing in equity research with significant experience in the finance sector. Since joining Columbia Wanger in 1998, he has contributed to the management of institutional investment products, leveraging his analytical expertise in evaluating public companies, though specific coverage lists and recent performance metrics are not publicly disclosed. Andrews began his career at Rothschild Investment Corp before moving to Columbia Wanger, and he holds a BSEE from the University of Florida and an MBA from Loyola University. His professional background includes deep financial analysis and portfolio management, reflecting advanced knowledge and credentials relevant to the asset management industry.

Ben Andrews's questions to RCM TECHNOLOGIES (RCMT) leadership

Question · Q2 2025

Ben Andrews commented on the company's strong positioning and consistent performance, contrasting it with the stock's sideways movement. He suggested that given the business's stability and earnings power, the company should consider instituting a dividend to reward shareholders and attract a new investor base.

Answer

Management agreed that a dividend is a valid consideration and makes more sense now than ever. However, they are also focused on growth, believing they can significantly exceed $2 in EPS in the coming years. They view the clean balance sheet as a strategic asset that provides flexibility for potential step-function growth opportunities and believe the valuation will eventually reflect the company's strong performance.

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Question · Q2 2025

Ben Andrews of Columbia Wanger Asset Management LLC commented on RCMT's strong positioning, successful share buybacks, and sideways stock performance, then proposed instituting a dividend to attract a new shareholder base and reward loyal investors, asking for management's thoughts on this capital allocation strategy.

Answer

Executive Chairman & President Bradley Vizi acknowledged the validity of considering a dividend, stating it 'makes as much sense as ever' given the debt-free balance sheet and reduced share count. However, he emphasized the company's significant growth trajectory and the strategic value of a clean balance sheet to capitalize on potential step-function growth opportunities. He expressed high expectations for future earnings growth, suggesting the valuation will ultimately take care of itself.

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