Graham Harkins

Graham Harkins is a Portfolio Manager, Value Strategies at CS McKee, based in Cleveland, Ohio, where he manages large cap and micro cap equity portfolios. His key responsibilities include fundamental stock selection, portfolio construction, and risk oversight, with a disciplined contrarian approach rooted in behavioral finance and rigorous valuation work. He focuses on value-oriented investment strategies, targeting sectors with statistical cheapness, undervaluation, and positive catalysts, and is notably overweight in energy and healthcare while maintaining strong value metrics relative to benchmarks.

Prior to joining CS McKee in 2025, Graham served as Portfolio Manager, Value Strategies at Foundry Partners, LLC from 2019 to 2025, and as Associate Portfolio Manager at Mellon Capital from 2016 to 2019. Throughout his career, he has built expertise in equity research, multi-cap value investing, and portfolio risk management for institutional clients. His investment process blends bottom-up fundamental analysis with quantitative risk controls, enabling him to navigate market inefficiencies and avoid value traps.

Graham holds a BA in Economics and History from Gettysburg College and is a CFA charterholder. He is recognized for his contributions to institutional investing in value equities, his disciplined sell discipline, and his ability to deliver strong performance through style-pure value strategies across market capitalizations.