About
Sam Ballam is a Partner at Cooke & Bieler, an investment management firm based in Philadelphia, PA. In this role, he plays a key part in the firm's investment research, portfolio construction, and client service, leveraging Cooke & Bieler's value-driven philosophy to deliver long-term results for clients.
Sam specializes in equity investing, with a particular focus on value strategies across U.S. equities. His responsibilities encompass fundamental analysis, security selection, and monitoring sectors crucial to Cooke & Bieler's strategies, though the firm is best known for its expertise in large-cap and small-cap value equity portfolios.
Holding a BBA from the University of Miami and an MBA from Northwestern University, Sam applies his academic rigor and relevant industry experience to his partnership role. His early career trajectory, culminating in partnership at a prominent investment firm before age 30, reflects significant achievement and commitment to the discipline of value investing.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Cooke & Bieler | Partner | Unknown to Present | — |
Education
BBA University of Miami/MBA Northwestern University
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 |
 | Partner | Philadelphia, PA , 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 |