Wesley Lim
Principal, Analyst and Portfolio Manager at Cooke & Bieler LP
About
Wesley Lim is a Principal, Analyst, and Portfolio Manager at Cooke & Bieler, L.P. in Philadelphia, Pennsylvania, where he is responsible for fundamental research, investment analysis, and portfolio management as part of the firm's value-oriented investment team. He focuses on identifying high-quality companies with durable competitive advantages, typically within U.S. equity markets, aligning with Cooke & Bieler’s specialization in value investing across a range of sectors.
Before joining Cooke & Bieler as a full-time investment professional in 2018, Wesley worked as a Summer Equity Research Associate at the firm and previously held the position of Senior Assistant Director at Singapore’s Ministry of National Development, gaining broad experience in both public sector strategy and equity research.
Wesley holds a B.S. in Physics and an M.S. in Management Science & Engineering from Stanford University, as well as an MBA with a double major in Finance and Management from the Wharton School at the University of Pennsylvania. He is also a CFA charterholder, underscoring his analytical expertise and commitment to professional excellence in investment management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Cooke & Bieler, L.P. | Principal, Analyst and Portfolio Manager | Aug 2018 to Present | Coverage: technology, transportation, and energy
Cooke & Bieler manages ~$11b in US equities across large, mid, smid, small, concentrated and all-cap value strategies |
| Cooke & Bieler, L.P. | Summer Equity Research Associate | May 2017 to Aug 2017 | — |
| Ministry of National Development Singapore | Senior Assistant Director | Apr 2014 to Jun 2016 | — |
| The Ministry of Culture, Community and Youth (MCCY) | Assistant Director | Oct 2011 to Apr 2014 | — |
| National Security Coordination Secretariat | Assistant Director (Policy and International Relations) | Jul 2010 to Sep 2011 | — |
| National Security Coordination Secretariat | Executive (Horizon Scanning Centre) | Jul 2009 to Jun 2010 | — |
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.), Double Major in Finance and Management
2016 — 2018
Stanford University
M.S., Management Science & Engineering
2006 — 2007
Stanford University
B.S., Physics
2003 — 2007
Skills & Expertise
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 |
| Associate | New York, NY , United States | |
J Joe Punzi | Principal | United States |
S Sam Ballam | Partner | Philadelphia, PA , United States |