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Mehul Trivedi

Mehul Trivedi

Partner at Cooke & Bieler LP

Philadelphia, PA , United States

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

OrganizationRoleDate RangeDetails
Cooke & Bieler, L.P.PartnerJul 1998 to Present
Church Farm SchoolBoard Of DirectorsJan 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)

NameRoleLocation
Andrew Armstrong
Andrew Armstrong
PartnerPhiladelphia, PA , United States
J
Jamie O'Neil
PartnerPhiladelphia, PA , United States
J
John Pickering
PartnerPhiladelphia, PA , United States
J
Joseph Punzi
PrincipalUnited States
S
Steve Lyons
PartnerPhiladelphia, PA , United States
T
Ted O'Connor
Portfolio ManagerPhiladelphia, PA , United States
Wesley Lim
Wesley Lim
Principal, Analyst and Portfolio ManagerPhiladelphia, PA , United States
Helen Wang
Helen Wang
AssociateNew York, NY , United States
J
Joe Punzi
PrincipalUnited States
S
Sam Ballam
PartnerPhiladelphia, PA , United States

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