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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Cooke & Bieler, L.P. | Partner | Aug 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)
| 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 | |
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 |