Derik Coffey

Derik D. Coffey, CFA, serves as Client Portfolio Manager and Director of Quantitative Analysis at Channing Capital Management in Chicago, IL. In this role, he oversees client portfolio management, risk management for Small and SMID Cap Value strategies, and covers the Energy sector, applying a research-intensive, bottom-up investment approach focused on identifying undervalued small-cap and SMID-cap equities. He is instrumental in Channing’s value-driven investment process, concentrating on high-quality companies in sectors such as energy, industrials, and other core holdings relevant to domestic equity strategies, particularly within the $500 million to $3 billion market capitalization range.

Prior to joining Channing Capital Management, Mr. Coffey was a Portfolio Specialist at Herndon Capital Management, where he focused on value strategies, and previously held positions at UBS Financial Services specializing in fund due diligence and manager research with an emphasis on small and mid-cap funds. Earlier in his career, he was Assistant Vice President for M&A at New York Life Insurance and an analyst at Lehman Brothers in Global M&A. His notable contributions include providing expert testimony before the U.S. House Subcommittee on investment topics and serving on boards for nonprofits dedicated to education and community outreach.

Mr. Coffey holds a Master of Science in Foreign Service with a concentration in International Finance & Commerce from Georgetown University and a BA in Political Science/Economics from Tuskegee University; he is also a CFA charterholder. His expertise spans risk management, value investing, quantitative analysis, and client communications, making him a respected leader in the small- and mid-cap equity investment space.