Charlie Carter

Charlie Carter is a Small Cap Portfolio Manager at Ceredex Value Advisors LLC, based in Orlando, Florida. In this role, he leads portfolio strategy and stock selection for the firm's U.S. small-cap value equity strategies, with responsibilities including portfolio management and fundamental research. He is notably involved in the oversight and execution of value-oriented investment portfolios built around identifying high-quality, undervalued small-cap companies.

Carter’s sector coverage is specifically focused on the consumer discretionary and consumer staples sectors, where he serves as a senior research analyst, conducting deep fundamental analysis to identify attractive investment opportunities within those industries. Throughout his tenure at Ceredex since 2004, he has contributed to the firm’s disciplined value approach across the small-cap asset class.

Prior to joining Ceredex, Charlie Carter began his career as an Equity Research Associate at Credit Suisse, honing his expertise in equity analysis and investment strategy. He holds a Bachelor of Science in Business Administration and Management from Georgia Institute of Technology, supporting his career-long specialization in small-cap equities and value investing.