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SL

Steve Lyons

Partner at Cooke & Bieler LP

Philadelphia, PA , United States

About

Steve Lyons is a Partner, Analyst, and Portfolio Manager at Cooke & Bieler, L.P., a Philadelphia-based investment management firm. In his role, he is responsible for leading investment research, portfolio management, and contributing to the firm's bottom-up stock selection process. He is also actively involved in client service and acts as a chartered financial analyst for the firm.

Lyons's investment expertise centers on domestic equity value strategies, including Large Cap Value, Mid Cap Value, All Cap Value, Small Cap Value, SMID Cap Value, and Balanced portfolios. He uses a high-quality, low-risk approach, focusing on fundamentally sound companies across sectors that offer attractive valuations and clear paths to intrinsic value realization. His work spans multiple industries, with an emphasis on rigorous research and direct engagement with corporate management.

With over two decades in investment management, Lyons joined Cooke & Bieler in 2006 after earning an MBA with a concentration in Finance, Accounting, and Strategic Management from The University of Chicago Booth School of Business. He also holds a B.S. in Finance with honors from Arizona State University. He is recognized for his analytical rigor and contributions to investment performance at Cooke & Bieler, regularly participating in industry panels and professional boards in the Philadelphia area.

Career History

OrganizationRoleDate RangeDetails
Cooke & Bieler, L.P.PartnerAug 2006 to Present

Education

The University of Chicago Booth School of Business

MBA, Finance, Accounting, Strategic Management

2004 2006

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
Mehul Trivedi
Mehul Trivedi
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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