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Wesley Lim

Wesley Lim

Principal, Analyst and Portfolio Manager at Cooke & Bieler LP

Philadelphia, PA , United States

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

OrganizationRoleDate RangeDetails
Cooke & Bieler, L.P.Principal, Analyst and Portfolio ManagerAug 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 AssociateMay 2017 to Aug 2017
Ministry of National Development SingaporeSenior Assistant DirectorApr 2014 to Jun 2016
The Ministry of Culture, Community and Youth (MCCY)Assistant DirectorOct 2011 to Apr 2014
National Security Coordination SecretariatAssistant Director (Policy and International Relations)Jul 2010 to Sep 2011
National Security Coordination SecretariatExecutive (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

Matlab
Policy
Physics
Project Management
Microsoft Office
Microsoft Excel
Python
LaTeX
Java
Research
C++
Statistics
C
Data Analysis
HTML
International Relations
Management
Public Speaking
Financial Modeling
Economics
Entrepreneurship
Business Strategy
Strategic Planning
Strategy
Analysis
Program Management
Leadership
Sales
Public Policy
Financial Analysis
Analytical Skills
PowerPoint

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
S
Steve Lyons
PartnerPhiladelphia, PA , United States
T
Ted O'Connor
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