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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 |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
C Chad Bolen | Sr. Partner and Sr. Research Analyst | Penn Capital Management Company, LLC | Philadelphia, PA , United States |
C Chris Paciello | Research Analyst | Penn Capital Management Company, LLC | Boston, MA , United States |
 | Equity Trader | Glenmede Investment Management, LP | King of Prussia, PA , United States |
 | Client Portfolio Manager | Glenmede Investment Management, LP | Philadelphia, PA , United States |
A Andrew Hanna | Partner, Portfolio Manager and Investment Analyst | Coho Partners, LTD. | Philadelphia, PA , United States |
 | Partner and Trader | Coho Partners, LTD. | Philadelphia, PA , United States |
B Brandon Shuler | Senior Vice President, Senior Portfolio Manager | BRYN Mawr Trust Co. | Berwyn, PA , United States |
B Brian Feldman | Trader | BRYN Mawr Trust Co. | New York, NY , United States |
