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About
Mehul Trivedi, CFA, is a Partner, Analyst, and Portfolio Manager at Cooke & Bieler, L.P., an independent investment management firm based in Philadelphia. Since joining the firm in 1998, he has played a key leadership role in their analyst-driven investment process and is responsible for managing client portfolios, including mandates such as the Vanguard Selected Value Fund.
His investment focus is on U.S. domestic value equities across strategies including Large Cap, Mid Cap, Small Cap, All Cap Value, and Balanced portfolios, where he specializes in identifying high-quality companies trading at attractive valuations. Cooke & Bieler’s disciplined, fundamental approach is centered on in-depth research, long-term ownership, and risk management within the value equity space.
Mehul earned both his MBA (Accounting and Finance) and BS in Economics from The Wharton School, as well as a BA in International Relations from the University of Pennsylvania. Beyond his investment career, he serves on the Board of Directors at Church Farm School, reflecting a commitment to community leadership and education. His notable achievements include more than two decades of tenure at Cooke & Bieler and recognition as a career analyst and portfolio manager for major institutional clients.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Cooke & Bieler, L.P. | Partner | Jul 1998 to Present | — |
| Church Farm School | Board Of Directors | Jan 2014 to Present | — |
Education
The Wharton School
Master of Business Administration - MBA, Accounting and Finance
1996 — 1998
The Wharton School
Bachelor of Science - BS, Economics
1989 — 1993
University of Pennsylvania
Bachelor of Arts - BA, International Relations and Affairs
1989 — 1993
Others at Cooke & Bieler LP (10)
| Name | Role | Location |
|---|---|---|
| Partner | Philadelphia, PA , United States | |
J Jamie O'Neil | Partner | Philadelphia, PA , United States |
J John Pickering | Partner | Philadelphia, PA , United States |
J Joseph Punzi | Principal | United States |
S Steve Lyons | Partner | Philadelphia, PA , United States |
T Ted O'Connor | Portfolio Manager | Philadelphia, PA , United States |
| Principal, Analyst and Portfolio Manager | Philadelphia, PA , United States | |
| Associate | New York, NY , United States | |
J Joe Punzi | Principal | United States |
S Sam Ballam | Partner | Philadelphia, PA , United States |
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